Equity

Revisiting the Active/Passive Debate

We believe active outperformance results from making investment decisions within the context of a company’s stage of development—rather than in isolation over a short horizon—and supported by differentiated, rigorous fundamental research.

Quarterly Earnings Watch

Laura Granger, CFA, and Jonathan Bauman, CFA, review and analyze corporate earnings reports and management commentary driving global equity markets.

The Value of ESG: Building on a Strong Foundation

Focusing on quality has historically led us to companies with strong financial and ESG characteristics.

Sustainable Investing in Emerging Markets

There's a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that's where we see a lot of potential.

Biden Won’t Ride a Blue Wave, but Change Is Coming

Biden has pledged to work with Republicans on Capitol Hill. Failing that, he won’t be powerless to pursue his agenda.

Global Markets Shifting Along With Election Scenarios

As many predicted, we find ourselves in an unsettled situation as election officials nationwide count votes in the contentious U.S. presidential election.

Can Small Companies Pack Big Dividends?

Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?

Focus on Process, Not Politics

The Affordable Care Act (ACA) is one example that demonstrates the pitfalls of investing based on political outcomes.

The Ongoing Rise of Tesla

Find out why we view Tesla as a transformative technology company positioned for growth well into the future.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

Opportunities in China Amid the Trade War

Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.

The Conundrum of Investing in Small-Cap Value Tech Stocks

We see opportunities in under-the-radar companies like laser manufacturers, but you can’t take a passive approach to finding them.

COVID-19 Changes Will Affect Emerging Markets Investment Opportunities Beyond Technology

New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behavior.

Playing the Long Game: Investing During Coronavirus Uncertainty

We believe focusing on companies’ potential for long-term, sustainable earnings growth is key to helping endure the economic downturn fueled by COVID-19.

5G Brings Growth Opportunities for Investors

Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?

Uncovering Value in a Market Plunge

“Unprecedented” sounds cliché, but it’s still the best way to describe the current market and economic situation. What does that mean for value investing?

Global Small Cap: Opportunity for Diversified Alpha

Trying to find the best opportunities globally within small cap companies.

Six Reasons Investors Should Consider U.S. Value Stocks

Learn why we believe high-quality, dividend-paying U.S. companies may offer solid risk/reward potential.

Global Economic Risks: Are They Diminishing?

Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.

Is Now the Time for Value Investing in Emerging Markets?

Despite the fears gripping emerging markets, we see attractive opportunities for long-term investors.

Finding Global Small-Cap Opportunities in Uncertain Markets

Senior Portfolio Manager Trevor Gurwich explains why the larger opportunity set and domestic focus of global small-cap equities make them well positioned to weather market pressures in the current environment.

Global Small Caps: Finding Alpha

In this highlights video, Trevor Gurwich, Vice President and Senior Portfolio Manager, Global and Non-U.S. Small Cap Equity, discusses his outlook for global small cap stocks.

Rising Rates and Volatility

A more positive environment for active value investing