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Portfolio Manager Commentary

 

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 22, 2026

Market Commentary That 70’s Show The 1970s were a decade marked by iconic fashion such as bell bottoms and platform shoes, as well as significant geopolitical turmoil and rising inflation, …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 22, 2026

Market Commentary That 70’s Show The 1970’s were a decade marked by iconic fashion such as bell bottoms and platform shoes as well as significant geopolitical turmoil and rising inflation, …

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Topics:Covered Call Comments

by Brian G. McCoy, CFA, on April 22, 2026

Performance Attribution The first quarter of 2026 was defined by two distinct narratives. It began with a continuation of familiar themes—AI-driven market leadership, expectations for Federal Reserve rate cuts, and …

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Topics:Small Companies Comments

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