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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 January 21, 2026

Market Commentary The Only Constant in Life is Change The paraphrased quote is attributed to the Greek Philosopher Heraclitus. The quote illustrates his concept of Universal Flux, where everything is …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 28, 2025

Market Commentary Because It’s There In 1923, when asked why he was attempting to reach the summit of Mount Everest, well-renowned mountain climber George Mallory replied, “Because It’s There.” This …

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Topics:Income and Growth Comments

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

Market Commentary In Like a Lion, Out Like a Lamb This well-known proverb is traditionally used to describe the weather in March, as it is typically cold at the beginning …

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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 …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on January 28, 2025

Market Commentary “To be, or not to be, that is the question” is from William Shakespeare’s Hamlet. In the scene, Prince Hamlet contemplates the pain and unfairness of life versus …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary In the 1967 movie The Graduate, Dustin Hoffman’s character Benjamin is taken aside by a family friend at his graduation party and is told that he has one …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024

Market Commentary “I’m sorry, Dave, I’m afraid I can’t do that.” The famous quote comes from the film 2001: Space Odyssey. The villain in the film is a malevolent talking …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2024

Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 01, 2024

Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …

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Topics:Covered Call CommentsIncome and Growth Comments

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