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Portfolio Manager Commentary

 

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 17, 2025

Market Commentary Legend has it that British troops played the song “The World Turned Upside Down” during their surrender at Yorktown. The song originated from an English ballad from the …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 17, 2025

Market Commentary Legend has it that British troops played the song “The World Turned Upside Down” during their surrender at Yorktown. The song originated from an English ballad from the …

Read Story
Topics:Covered Call Comments

by Brian G. McCoy, CFA, on April 17, 2025

Performance Attribution The first quarter of 2025 presented a more challenging environment for equity markets than initially anticipated. Post-election optimism for lower regulatory bureaucracy and business-favorable policies from the new …

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Topics:Small Companies Comments

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