Seeking Value

Matthew Fleming, CFA and Greg J. Czarnecki
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...

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...

What’s Driving Small-Cap Returns?

William V. Heaphy, CFA
U.S. Equity

U.S. economic activity slowed in the third quarter of 2021 due to both a surge in new COVID-19 cases and persistent bottlenecks in the global supply chain, but we expect a rebound, with the direction...

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