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Portfolio Manager Commentary

 

by Brian G. McCoy, CFA, on October 16, 2024

Performance Attribution As with much of the year so far, investors were fixated during the quarter on two interrelated issues. First, when and by how much the Federal Reserve would …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary In the 1967 movie The Graduate, Dustin Hoffman’s character Benjamin is taken aside by a family friend at his graduation party and is told that he has one …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary In the 1967 movie The Graduate, Dustin Hoffman’s character Benjamin is taken aside by a family friend at his graduation party and is told that he has one …

Read Story
Topics:Covered Call Comments

by Brian G. McCoy, CFA, on October 16, 2024

Performance Attribution During the second quarter, markets continued to evaluate evidence that suggests higher interest rates may finally be taking effect as data indicated economic growth continued albeit at a …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary “I’m sorry, Dave, I’m afraid I can’t do that.” The famous quote comes from the film 2001: Space Odyssey. The villain in the film is a malevolent talking …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary “I’m sorry, Dave, I’m afraid I can’t do that.” The famous quote comes from the film 2001: Space Odyssey. The villain in the film is a malevolent talking …

Read Story
Topics:Covered Call Comments

Connors Portfolio Manager Commentary

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