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Portfolio Manager Commentary

 

by Brian G. McCoy, CFA, on May 03, 2022

Only a few short months into 2022, volatility has fulfilled, so far, our “challenging but ultimately positive” outlook for the year from our previous commentary at the end of last …

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Topics:Small Companies Comments

by Robert Cagliola, CFA, on April 19, 2022

The market, as measured by the S&P 500®, began the new year at all-time highs only to immediately retrace those gains back to May of 2021 levels. In a very …

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Topics:Covered Call Comments

by Brian G. McCoy, CFA, on February 02, 2022

Markets finished off the year with positive returns during the fourth quarter. Economic data released over the past quarter continued to point to strength in our economy. Numerous data reflect …

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Topics:Small Companies Comments

by Robert Hahn, CFA, on January 31, 2022

During the fourth quarter, the market rebounded from the late September pullback with the S&P 500® gaining 11% including dividends and nearly 29% for the year despite the emergence of …

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Topics:Covered Call Comments

by Brian G. McCoy, CFA, on October 01, 2021

The third quarter is often a relatively quiet time for markets as investors historically shift their focus to vacations and family time. Even with the lingering effects of covid and …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 01, 2021

Markets delivered another positive quarter of gains as more distance was gained from the depths of the pandemic crisis. Domestically, vaccination efforts have proved largely successful as rates of infection …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on April 01, 2021

Optimism often permeates many areas of our lives at the start of a new year, and as 2021 began, that was certainly the case as countries began to vaccinate their …

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Topics:Small Companies Comments

Connors Portfolio Manager Commentary

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