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.

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.

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2023: A Year Unlike Any in Recent History

Recapping 2023.
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Entry Points | Dissecting Passive Performance

Director of Portfolio Research John C. Forelli, CFA, dissects active management performance across sectors, regions, and style.
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Entry Points | Capitalizing on the Emergence of AI

Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI in the value space.

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.
Global Investment Firm Specializing in Value Equity Investing
Founded in 1995
$94.1 Billion Assets Under Management as of December 31, 2023
174 Employees
298 Clients
57 Investment Professionals
18 Investment Strategies
Global Reach  Investing in 50 Countries 

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.

Entry Points | Dissecting Passive Performance

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.

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.

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.

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.

Research & White Papers

Carbon Capture and Storage

Take an in-depth look.

Passive as a Panacea, It Is Not What You Think

Take an in-depth look.

Will Sustainable Aviation Fuel Take Off?

Take an in-depth look.