Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
We believe mid caps offer untapped potential and that investors may be surprised to learn that mid-cap stocks have outperformed both small- and large-cap stocks, and have done so with lower volatility.
Many investors may believe they have covered the entire market cap spectrum with small- and large-caps alone but may be missing out on the potential benefits of a specific allocation to mid-caps.
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
Portfolio Manager Ryan Kelley reviews the Fund’s investment strategy and discusses the Fund’s most recent rebalance and changes in the portfolio composition. He also highlights the fundamental drivers of the sectors with the highest weightings in the portfolio.
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this nine-year bull market still has plenty of room to run.
The Cornerstone Mid Cap 30 Fund's Portfolio Managers discuss the most recent portfolio rebalance and the emergence of a major investment theme of rebuilding after the natural disasters of 2017.