Red Sea Rising: The Investor Impact

Rob Lanphier, Partner
U.S. Equity

While globalization has benefited consumer and commercial establishments for thousands of years, it has begun to slow down in recent years, facing increased backlash as supply chains experience various kinds of disruption. COVID-19, tariffs, geopolitical...

Revisiting Quality U.S. Small and Mid Caps

Rob Lanphier, Partner
U.S. Equity

Through October, the year-to-date performance of U.S. small-mid-cap (SMID) equities, in comparison to large-cap equities, has been abysmal. The Russell 2500 Growth Index, for example, is down 1.7% while the Russell 1000 Growth Index is...

Large-Cap Growth: Navigating Index Concentration

Aaron Socker
U.S. Equity

Over the past decade, large-cap growth indices have delivered strong returns relative to many asset classes. But as index concentration has risen over this period, the largest issuers have become an increasingly sizable portion of...

Transitions in Value: Technology

Joshua S. Overholt
U.S. Equity

When the world changes, opportunities to find value may present themselves. Something, whether it’s a geopolitical event or a new technology, creates a question about a company’s future, and that question can impact valuations—so as...

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