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September 2019
Financial Funds Portfolio Managers David Ellison and Ryan Kelley discuss the current strength and historically low valuations of the banking sector. They discuss growth drivers for banks and highlight the opportunity among diversified financial and fintech firms.
July 2019
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.
March 2019
In the following commentary, Portfolio Managers Dave Ellison and Ryan Kelley discuss the reasons behind the selloff at the end of 2018, the outlook for short-term interest rates, and what they believe is the healthy state of the banking industry going into 2019.
Two key measures of the health of the banking industry have shown significant improvement and could point to continued solid profitability in the Financial sector in 2019 and beyond.
January 2019
Over the last two decades, the Financials Sector has become much more diverse. Financial companies operating in markets where growth is being driven by new processes and technological innovation have become an important part of the sector, offering investors high growth potential and additional diversification.
December 2018
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.
May 2017
Portfolio Managers Dave Ellison and Ryan Kelley describe their investment strategy, which seeks high-quality and well managed Financial Services companies.
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