Performance strength across
market cap, geography, and time
We’re pleased to share the results of our long-only institutional strategies as of December 31, 2023,
which show positive value added over every time period.
The missing ingredient in today’s
large-cap allocations: value stocks
We examine what’s behind the concentration risk in today’s equity market and how investors
can position their portfolios in response.
Drift myth and the influence of
active management on
Morningstar’s style box
Morningstar’s style box captures a fund’s holdings at a point in time. We explain
why “style drift” is often just the temporary effects of an active approach.
Investment Perspectives
Entry Points
Entry Points | Capitalizing on the Emergence of AI
Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI in the value space.
Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI in the value space.
Entry Points | Dissecting Passive Performance
Director of Portfolio Research John C. Forelli, CFA, dissects active management performance across sectors, regions, and style.
Director of Portfolio Research John C. Forelli, CFA, dissects active management performance across sectors, regions, and style.
Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Insights Series
Insights Series | The Setup for Value Abroad
Tune into the newest episode of our Insights Podcast, Josh Jones, our International Equity Portfolio Manager, discusses the opportunity for value abroad.
Tune into the newest episode of our Insights Podcast, Josh Jones, our International Equity Portfolio Manager, discusses the opportunity for value abroad.
Insights Series | Retail, Restaurants, and U.S. Consumer Resilience
Equity Analysts Jacklyn Hall and Jennifer Mace discuss potential challenges of the consumer staples sector in the last quarter of 2023.
Equity Analysts Jacklyn Hall and Jennifer Mace discuss potential challenges of the consumer staples sector in the last quarter of 2023.
Insights Series | U.S. Banking System
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.