Investors focused on economic challenges that just a few months prior they were willing to overlook.
Strategy
The broad pullback in equities to start the year has created short-term pain but has helped rein in historically high valuations.
Fund Strategy
Investors turned cautious as the Federal Reserve began to raise interest rates in an attempt to tamp down inflation.
After a shift in the markets began to take place last year, investors have continued to pay attention to attractively valued, profitable, well managed businesses.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
Historically, stocks exhibiting "quality" factors such as low leverage are likely to outperform in a rising-rate environment.
As the Federal Reserve is ending the era of “easy money,” rational thinking may be making a comeback.
As investors gear up for rate hikes the past may offer some lessons for what’s to come.
More Market Insights
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
Meaning What We Say and Saying What We Mean
More Investment Approaches
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Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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