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Portfolio Manager Commentary

 

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 30, 2026

Market Commentary To Infinity and Beyond “To Infinity and beyond!” was Buzz Lightyear’s iconic catchphrase from the 1995 animated film Toy Story. In many ways, it captured the spirit of …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 30, 2026

Market Commentary To Infinity and Beyond “To Infinity and beyond!” was Buzz Lightyear’s iconic catchphrase from the 1995 animated film Toy Story. In many ways, it captured the spirit of …

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Topics:Covered Call Comments

by Brian G. McCoy, CFA, on July 30, 2026

Performance Attribution The second quarter of 2026 saw a sharp reversal in energy markets and investor sentiment. The quarter began with markets still absorbing the economic consequences of the conflict …

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Topics:Small Companies Comments

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