4 Reasons to Get Excited About HVAC

Monika Budyn
Global Equity

Investment analysts are constantly asking themselves: Is growth in my sector getting better, getting worse, or staying the same? And looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are...

Why Industrials Can Be “Growth” Stocks

Ken McAtamney, Partner
Global Equity

Our overweight to industrials is unique for growth investors, but there are good reasons for it. These companies offer high barriers to entry, strong and durable competitive advantages, and a long runway for growth. Moreover,...

Cyclical Opportunities in Small-Cap Value

William V. Heaphy, CFA
U.S. Equity

In recent years, we’ve experienced an extended period of small-cap value underperformance, but the tide may be turning. Our value equity team thinks the most compelling opportunities may be in the more cyclical industrial sectors...

Left Menu Icon

Subscribe to Our Blog Now

Want the latest insights on the economy and other forces shaping the investment landscape? Subscribe to our blog today.