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Portfolio Manager Commentary

 

Robert Cagliola, CFA and Robert Hahn, CFA

Recent Posts by Robert Cagliola, CFA and Robert Hahn, CFA:

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 02, 2023

Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 01, 2023

Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2023

“No matter how long the Winter, Spring is sure to follow.” Following a volatile 2022, the preceding English proverb comes to mind. The first quarter started strong out of the …

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Topics:Covered Call Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 01, 2023

“No matter how long the Winter, Spring is sure to follow.” Following a volatile 2022, the preceding English proverb comes to mind. The first quarter started strong out of the …

Read Story
Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on January 02, 2023

To say the least, 2022 has been a very challenging year in many respects. For the markets, the benign investing environment quickly changed from one characterized by exceptional liquidity provided …

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Topics:Covered Call Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 23, 2022

The third quarter is best summed up by the famous Dickens quote from A Tale of Two Cities: “It was the best of times. It was the worst of times” …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 02, 2022

The third quarter is best summed up by the famous Dickens quote from A Tale of Two Cities: “It was the best of times. It was the worst of times” …

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Topics:Covered Call Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 23, 2022

The second quarter was marked by exceptional weakness as the S&P 500® declined by 16.4% with very few places to hide. For the first half of the year, the index …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 23, 2022

The second quarter was marked by exceptional weakness as the S&P 500® declined by 16.4% with very few places to hide. For the first half of the year, the index …

Read Story
Topics:Covered Call Comments

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