Seeking Value

Matthew Fleming, CFA
U.S. Equity

Value investing, says our U.S. value equity team, is like seeking a four-leaf clover in a field of three-leaf clovers. And to do that, they take a particularly collaborative approach. To get a better sense...

Evaluating Climate Change Critical in ESG Integration

Shivani Patel
U.S. Equity

Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system. Watch the video or read the transcript below. Climate change is a...

Seeking an Edge in Mid-Cap Value

Matthew Fleming, CFA
U.S. Equity

Investors are always looking for an edge. In the mid-cap value space, a consistent research process and analyst sector expertise may have the potential to provide investing advantages. Watch the video or read the recap...

The Appeal of Mid-Cap Value

Matthew Fleming, CFA
U.S. Equity

We believe adding exposure to mid-cap value is a compelling investment strategy in many different economic environments. Mid-cap value equities have also been historically strong performers, and market conditions today might only enhance the potential...

Connected Medical Devices Improving Healthcare

Travis Cope
U.S. Equity

The COVID-19 pandemic has had unprecedented implications for the healthcare sector—but with challenges have come changes, including the adoption of innovative new technology that is improving the standard of care and creating investment opportunities for...

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