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Portfolio Manager Commentary

 

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

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

Market Commentary Sir Isaac Newton once said “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …

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Topics:Covered Call CommentsIncome and Growth Comments

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

Market Commentary Sir Isaac Newton once said, “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 23, 2023

Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …

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Topics:Covered Call CommentsIncome and Growth Comments

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

Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …

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Topics:Covered Call CommentsIncome and Growth Comments

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

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