Regional Bank Update

Greg J. Czarnecki
U.S. Equity

When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment. Our conclusion: While we are not actively increasing the overall exposure to banks...

Investing in Health and Wellness

Nancy Aversa, CFA, Partner
U.S. Equity

Health and wellness are not confined to New Year’s resolutions—they are a state of mind and being that has grown into a trillion-dollar global economy. This rapid growth was spurred on largely by the COVID-19...

8 Reasons for Optimism in U.S. Stocks

Rob Lanphier, Partner
U.S. Equity

Around the world, economies are slowing, with some developed markets likely already in recession, thanks in no small part to tightening monetary policies. Nowhere is this more apparent than in the United States, where the...

A Ripe Environment for Value Valuations

Greg J. Czarnecki
U.S. Equity

As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a...

Opportunities in Value Strategies

William V. Heaphy, CFA
U.S. Equity

Following a long period of outperformance for growth, value has had a strong resurgence. In this video, Bill Heaphy, CFA, a portfolio manager and head of William Blair’s U.S. value equity team, breaks down why...

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