Consumer Demand Holds Up Thanks to Jobs, Savings
September 29, 2022
Khajuria, Shweta
Counting on Digital Transformation to Continue to Buoy Tech Sector
July 29, 2021
Lambert, Paul
Long-term Investment Strategy Uses Short Selling to Augment Holdings
July 01, 2021
Parnes, Joseph
Advising Caution in the Face of Rising Government Deficits and Debt
June 24, 2021
Raclin, Jonathan S.
Large-Cap International Strategy Delivers Diversification, Higher Dividend Yield
May 27, 2021
Fitzpatrick, William T.
New Economy Investing: Targeting Digital and Service-Based Companies
April 30, 2021
Michael, Irwin, Michael, Ryan, Michael, Harlan, Michael, Brandon
Fintech, Regional Banks, and Travel: Rising Sectors in the Coming Year
March 23, 2021
Warren, Randy
Using Technical Indicators as a Timing Tool for Purchases and Sales
March 23, 2021
Tuz, Peter W., Sefter, Clay
Using Options to Manage Possible Uptick in Tax Rates, Volatility
March 11, 2021
Davenport, Stephen
Buying Disruptive Companies That Will Outperform Over Time
February 24, 2021
Armbruster, Chris
Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby
Shunning High Fliers in Favor of Insurance, Payments and Security Software
February 05, 2021
Tharakan, George
Looking Beneath the Surface to Find Unique ESG Prospects
January 22, 2021
Tuite, Frances E.
Respecting the Disrespected: Embracing Out-of-Favor Stocks
January 04, 2021
Grodnick, Phil, Grodnick, Harrison, Britton, Rob
Responding to Today’s Challenges With a Reallocation Strategy
January 04, 2021
Raclin, Jonathan S.
Hunting for Value: Better, Safer, Cheaper
January 04, 2021
Reynolds, Tom
Finding Attractive Opportunities in Economically Uncertain Businesses
November 05, 2020
Boyle, Brian
Buying Compounders at Big Discounts to Intrinsic Value
October 29, 2020
Tsai, Christopher
Providing a Path Forward Through Uncertainty with a Hedged Equity Approach
October 29, 2020
Swan, Randy
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
COVID-19 Has Changed the Recovery Trajectory in Semiconductors
July 10, 2020
Mosesmann, Hans C.
Looking for Tomorrow’s Companies with Opportunities to Outperform
June 26, 2020
Villere III, St. Denis
Investing in the Growth of the Gaming Sector
June 26, 2020
Pachter, Michael
Using a Long-Term Focused Approach to Invest in Japan
June 12, 2020
Takeda, Masakazu
Taking a Thematic Approach to Finding Great Growth Companies
May 29, 2020
Uek, Robert
Putting a Premium Valuation on Companies Managing Their Own ESG Risk
October 25, 2019
Prenner Bryant, Melody, Alfandary, Christina
Constructing the Best Possible Balanced Fund
July 26, 2019
Cohen, Brad, Tassoni, Jim
Looking for Unexpected Earnings Growth and Obsessively Managing Risk
July 26, 2019
Smith, Stephen S.
Using Closed-End Mutual Funds for Diversification and Distributions
June 28, 2019
Raclin, Jonathan S.
Making Money by Not Following the Herd
June 14, 2019
Edgerton, Bobby
AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors
June 14, 2019
Steves, Mitch
Focusing on Undiscovered and Underfollowed Companies
May 31, 2019
Mehta, Sandy
Providing Diversification and an Opportunity to Exceed Market Returns
April 26, 2019
Bacarella, Robert S.
Digital Transformation Is a Strong Secular Trend in 2019
April 26, 2019
Suri, Bhavan
Expecting Cryptocurrency to Go Mainstream as the Eighth Asset Class
April 26, 2019
Moas, Ronnie
Finding Interesting Opportunities in Enterprise Software
April 05, 2019
Ward, Christopher
Investor Sentiment on Online Travel Agencies Somewhat Negative
April 05, 2019
Lee, James
Growth Anticipated for Ad-Supported OTT Services Despite Focus on Subscriptions
April 05, 2019
Moldow, Austin
Producing Above-Average Results with a Contrarian Strategy
March 22, 2019
Dreman, David
Constructing Concentrated Portfolios Through On-the-Ground Research
March 01, 2019
Cook, Michael
Integrating a Bottom-Up Approach with ESG Analysis in a Midcap Strategy
January 25, 2019
Tuite, Frances E.
Combining Risk-Taking Assets and Risk-Mitigating Strategies Amid Potential Volatility
January 25, 2019
Abella, Gregg T.
M&A Activity Likely to Pick Up for Banks in 2019
January 11, 2019
Polini, Anthony
Protecting Capital and Generating Income with High-Quality Stocks
January 04, 2019
Schreiber, Matt
Building a Portfolio with Multiple Levels of Diversification
January 04, 2019
Cuggino, Michael J.
Investing Across the Value Chain in American Energy Independence
January 04, 2019
Loftin, Toby
Applying a Value-Based Style in a Momentum-Based Market
November 30, 2018
Ullman, John G.
Building a Portfolio of Stocks with Growth, Momentum and Valuation Factors
October 05, 2018
Eng, Andy
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Taking an Aggressively Defensive Approach as an Absolute Value Investor
September 21, 2018
Martin, Frank
Creating Long-Term Wealth Through the Preservation of Capital
September 07, 2018
Watson, Matthew
Finding Opportunities to Buy Great Businesses as Volatility Increases
September 07, 2018
Dunbar, McGavock
Combining Judgment with Quantitative Discipline
August 24, 2018
Grohowski, Leo
Generating Attractive Returns Through Stock Selection in a Long/Short Fund
August 10, 2018
Browne, Connor, Shah, Bimal
Actively Managing a Blockchain and Cryptocurrency ETF
August 10, 2018
Kelly, Brian
Looking for North American Equities in Good Industries with Limited Competition
August 10, 2018
Hearn, Aubrey
Buying Financially Strong Companies with Dedicated Leaders
August 10, 2018
Edgerton, Bobby
Building ETFs with Quality as a Cornerstone of the Process
July 27, 2018
O’Brien, Connor
Protecting Over the Long Term with a Balanced, Fundamental Approach
June 29, 2018
Sudyka Jr., Thomas J.
New End Markets Emerging for the Semiconductor Sector
June 15, 2018
Pitzer, John
Investing in Companies with Unique and In-Demand Products and Services
June 01, 2018
Hemmelgarn, Edward Paul
Investing in Quality Companies Run by Exceptional Management Teams
May 17, 2018
Heck, Randall M.
Looking for Strong Companies Trading at a Discount to Intrinsic Value
May 17, 2018
Wallace, Scott
Understanding Companies to Provide Value Add to Clients
May 07, 2018
Raclin, Jonathan S.
Blockchain Technology Potentially Disruptive for Financial Services
April 16, 2018
Maltbie Jr., Robert Michael
Looking for Undervalued Companies with the Ability to Grow At or Above the GDP
April 04, 2018
Meyer, James M.
Constructing a Concentrated Portfolio with a Stock-by-Stock Approach
March 14, 2018
Hiatt, Karen
Active Investing with a Focus on Building Capital
January 12, 2018
Schreiber, Matt
Bullish on Private Equity Companies Due to Credit Business Growth
January 05, 2018
Kotowski, Chris
Building a Portfolio with Long-Term Global Diversification
December 01, 2017
Patrick, Kelly
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
A Long-Term Investment Approach Focused on Diversification, Quality and Value
October 06, 2017
Ott, David
Benefiting from Growth Trends in the Small-Cap Space
September 21, 2017
Prial, Nancy
An Individually Managed, Contrarian Investment Approach
September 15, 2017
Eddins, Hal
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Finding Unidentified Value Opportunities in the Small-Cap Space
June 30, 2017
Hewitt, Eric
Finding Upside in Companies with Undervalued Growth Potential
June 30, 2017
Ehrlichman, Paul
Seeking Growth in Companies on the Cutting Edge of Technology
June 30, 2017
Wangensteen, Nels, Yin, Ingrid
Playing the Semiconductor Space Defensively But With a Bullish Outlook
June 02, 2017
Pitzer, John
Striking a Balance Between Opposing Investment Imperatives
April 21, 2017
Weary, Thomas M.
Steady Growth in Business Services Supported by Healthy Economy
April 07, 2017
Huff, Brett
Seeking Solid Businesses Facing Strategic Challenges
April 07, 2017
Heyman, Eric R.
Staying Disciplined and Minimizing Human Bias
April 07, 2017
Stangel, Brian R.
Putting Capital Preservation First in an All-Cap Strategy
April 07, 2017
Benowitz, Jason
Integrating a Top-Down View with a Bottom-Up Investment Approach
March 24, 2017
Snell, Patrick
Investing in Upmarket and Down-Market Stocks According to the Cycle
March 24, 2017
Alpert, Michael J.
Looking for Growth, Consistency and Financial Strength
March 24, 2017
Maronak, Erick
Investing in Equities with an All-Cap Value Approach
February 24, 2017
Gustus, Doyle
Applying Bottom-Up Fundamental Research in the Large-Cap Space
February 24, 2017
Fitzpatrick, Owen
Looking for U.S. Companies Beating the Norm
February 24, 2017
Hodges, Craig D.
Using Dividends as a Valuation Methodology
February 10, 2017
Fine, Lauren Rich
Using a Philosophy Rooted in Diversification, Dynamism and Discipline
January 27, 2017
Greiner, Doug
Looking to Financials to Benefit from Rising Interest Rates
January 27, 2017
Grassi, Peter E.
Seeking Quality Business Models and Strong Capital Allocation
January 27, 2017
Dean, Greg
Investing with a Focus on Sector Rotation
January 27, 2017
Gilmartin, Brian
A Three-Stage Process to Long-Term Value Investing
January 13, 2017
Buckingham, John
Investing in Companies with Insider Buying
January 13, 2017
Boskovich Sr., Joseph M.
Looking at Valuations and Dividends to Invest for the Long Term
January 13, 2017
Cullen, Jim, Chang, Jennifer
Looking for Change in the Large-Cap Universe
December 30, 2016
Crawford, Kenneth, James, Meghan
Offering Strong Client Service and Risk-Adjusted Returns
December 30, 2016
Beukema III, Henry
Striving for Margin of Safety, Preservation of Capital in a Global Growth Fund
December 30, 2016
Pick, Julian
Three Strategies for Managing Assets for High-Net-Worth Clients
December 30, 2016
Lau, Benjamin
Investing in Leading Companies within Expanding Industries
December 09, 2016
Vandeventer, Thomas
Uptrend in TV Advertising as Data Measurement Improves
October 07, 2016
Nollen, Tim
Shift to Digital Media Creates New Revenue Streams
October 07, 2016
Meyers, Stan
Looking for Income and Total Return in Energy and Industrial Companies
October 07, 2016
Norton, Arthur
A Breakout Period of Growth for Data Center REITs
September 23, 2016
Frederick Moran
Favorable Trends for E-Commerce and Continued Tailwinds in Internet Advertising
September 23, 2016
Kurnos, Daniel
Creating Portfolios as Both a Risk Manager and Investment Adviser
September 23, 2016
Ross, Kenneth N.
Finding Robust Growth in the Security Sector
September 09, 2016
Hutchinson, Ryan
Positive Sentiment and Performance in Data Center REITs
September 09, 2016
Rodgers, David B.
Data Center Trends Shift to Web 2.0 Cloud Service Providers
September 09, 2016
Genovese, Michael
An Acceleration in the Migration of E-Commerce on Mobile
August 26, 2016
Squali, Youssef
Major Growth in Retail E-Commerce as Consumers Value Convenience
August 26, 2016
Devitt, Scott
Using Satellite Managers to Provide Alpha
July 29, 2016
Erickson, Jeffrey R.
Producing Superior Returns with the Best of the Best
July 29, 2016
Davidowitz, Dan, Ficklin, Damon
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
Finding Long-Term Growth in Founder-Led Companies
July 15, 2016
de Boutray, Brooke
A Five-Point System to Managing Money in the Stock Market
July 15, 2016
Edgerton, Bobby
Looking for Innovative Companies with Strong Growth Potential
July 01, 2016
Zackery, Anthony
Using a Balanced Fund to Provide Returns and Preserve Capital
June 17, 2016
James, Barry
Seeking Companies at a Positive Inflection Point
June 17, 2016
Puff, Brent
A Modest Recovery for the Semiconductor Space
June 03, 2016
Pitzer, John
Buying the Highest-Quality Stocks Available Below Intrinsic Value
June 03, 2016
Gavin, Sean
Focusing on Investment Themes and Diversifying at the Security Level
January 29, 2016
Brock, Eric A., Lorusso, Vincent
Managing a Concentrated, Intrinsic Value Fund
January 15, 2016
Gavin, Sean
Using Free Cash Flow Yield to Determine Valuation
January 15, 2016
Norris, Matthew T.
Looking for Attractive Valuations, Earnings Growth and Financial Strength
December 31, 2015
Montoya, Christopher N.
Focusing on Consistent and Sustainable Growth Over the Long Term
December 31, 2015
Miller, Daniel L.
Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby
Consumer Credit Health and More Liberal Bank Lending Drive Business Services Sector
November 06, 2015
Huff, Brett
Next Generation of Business Software Focuses on Effectiveness Over Efficiency
November 06, 2015
Rizzuto, John
Using a Thematic Approach to Growth Investing
October 23, 2015
Kenneth D. Malamed
Data Center Space in a Sweet Spot of Growth
September 11, 2015
Frederick Moran
Finding Opportunities in Consistent Secular-Growth Companies
August 10, 2015
Stephanie A. Simon
Semiconductor Acquisitions Driven by Internet of Things and Automotive Themes
May 11, 2015
Rolland, Christopher
A Comprehensive Asset-Allocation Investing Strategy That Provides Downside Protection
April 27, 2015
Cuggino, Michael J.
Investing in Cash-Generating Media and Leisure Companies
February 18, 2015
Haverty, Lawrence J.
Online Food Ordering Gains Momentum in China
February 03, 2015
Lai, Elaine
Building a Sector-Neutral Fund with Quantitative and Fundamental Research
December 30, 2014
Devereaux, Alex
Legacy Industries Increasingly Adopt Internet of Things Trend
October 06, 2014
Maguire, Ed
Migration of Advertising Online Drives Growth in Internet and New Media Space
September 10, 2014
Squali, Youssef
Managing a Growth Portfolio with a Focus on Company-Specific Metrics
September 08, 2014
Sansoterra, Michael A.
Large-Cap, Blue-Chip Growth Investing
June 26, 2014
Kalra, Sonu
Mobile Monetization Key to Higher Growth Trajectory for Internet Content Providers
May 05, 2014
Martin, Laura
An Orderly Increase in Revenues and Demand in the Semiconductor Space
April 23, 2014
Cassidy, Kevin
A Balanced Yet Flexible Approach to Investing as the U.S. Economy Improves
February 24, 2014
Arani, Ramin
Finding Unrecognized Growth Potential in Small Caps
February 21, 2014
Morey, Andrew
Bottom-Up Fundamental Investing Overweight in Technology
February 11, 2014
Zevenbergen, Nancy
Positive Fundamental Trends in Data Hosting and Data Centers
January 29, 2014
Breen, Jim
Growth of the Cloud, Convergence of Retail and Wholesale are Themes for Data Center REITs
January 21, 2014
Toti, David
Greater Opportunities for BDCs to Find Companies That Create Value, Sales and More EBITDA
November 26, 2013
Ross, Merrill
Board Game Businesses Stable with Growth of Supplementary Formats
October 22, 2013
Wissink, Stephanie S.
A Contrarian Approach to Investing in Large-Cap Companies
October 07, 2013
Edgerton, Bobby
Mobile Takeoff in the Chinese Internet Sector
September 24, 2013
Meng, Cynthia
Growth in Fundamental Data Demand and the Rise of the Public Cloud
August 28, 2013
Daryanani, Amit
An Increase in Cloud Services Spending as Enterprises Manage Data Growth
August 23, 2013
Nowinski, Andrew
Data Centers Increasingly Adopt Solid-State Technology
August 20, 2013
Miller, Mark
Significant ROI and Increased Comfort in Security Drive Corporations' Shift to the Cloud
May 02, 2013
Ives, Dan
Investing in Health, Cloud Computing and Mobile
April 26, 2013
Bolton, George B.
Chinese Internet Companies Focus on Mobile Monetization
April 23, 2013
Meng, Cynthia
Internet Giants Continue Outperforming Smaller Competitors
April 19, 2013
Pitz, Brian
Long-term, Contrarian Value Investing
February 26, 2013
Edgerton, Bobby
63% of CIOs Plan to Increase Data Storage Spending in 2013
February 04, 2013
Nowinski, Andrew
Data Storage Undergoes Secular Growth at Twice the Rate of the Overall IT Industry
January 25, 2013
Daryanani, Amit
Scalable, Client-Facing Digital Advertisers Expected to Outperform Peers
September 25, 2012
Zgutowicz, Mark
Investing in Secular Technology Trends
August 31, 2012
Koch, Deborah L.
Digital Platforms Steal Ad Spending from Traditional Media
May 30, 2012
Zgutowicz, Mark
Secular Shifts in Communications Pyramid Offer Investment Opportunities
May 23, 2012
Salen, Kristina
U.S. REITs Expected to Grow and Increase Dividends
May 23, 2012
Harris, David
Hans Weger - Lasalle Hotel Properties (lho)
December 03, 2002
Bruce Freedman - Amb Property Corporation (amb)
July 22, 2002
