Identifying Beneficiaries of the AI Ecosystem — From Data Center to End User
October 06, 2024
Sroka, Joseph
Consumer Internet Analyst Talks Tech, Retail and Politics
September 22, 2024
Forte, Tom
Automation, ESG and Data Privacy Are Drivers in Tech Space
June 05, 2024
Suri, Bhavan
AI Still in the Early Stages of the “Mother of All Cycles”
May 23, 2024
Mosesmann, Hans C.
Building a Lower Risk Portfolio That Meets or Beats the S&P
May 13, 2024
Rinaldi, Joseph
Finding Great Businesses Within the Semiconductor Ecosystem
May 07, 2024
Cofsky, Jonathan
Momentum Continues Around Buildout of AI Infrastructure
May 07, 2024
Zinn, Gus C.
Next Leg of Tech Sector Growth Will Be Data Handling
May 07, 2024
Heydorn, Inge
Generating Dividend Yield That’s Not Correlated to Interest Rates
March 19, 2024
Segura, Matthew R.
Advice for 2024: Don’t Chase Last Year’s Winners
January 22, 2024
Katz, David A.
Magnificent Seven Could Continue to Dominate for a Long Time
December 14, 2023
Conley, Norm
AI Revolution Will Ultimately Benefit Data-Heavy Companies
December 14, 2023
Rao, Kishore
Preparing for Volatility with an All-Weather Portfolio
December 14, 2023
Montana, William
Growth Managers Put Quality First, Avoid Shiny Objects
December 14, 2023
Klapmeyer, Bradley
Spotlighting Quality Companies to Buy While They’re Down
October 13, 2023
Edgerton, Bobby
Generative AI: a Boon for Microsoft, a Threat to Google
September 21, 2023
Luria, Gil
Increasing Exposure to High Dividend Utility Stocks and Bank CDs
August 31, 2023
Rinaldi, Joseph
Integration of Payments with Software Is Emerging Trend
June 27, 2023
Nabhan, Charles
Uncovering Bargains: Neglected Stocks with Positive Momentum
March 05, 2023
Nesbitt, Donald J.
Value Manager Sees Opportunities in Underearning Auto Sector
March 05, 2023
Segura, Matthew R.
Stick With Proven Tech Companies to Drive Extra Returns
December 08, 2022
Hartzell Jr., David C.
Alphabet and Netflix: Both Industry Leaders, Both Cheap
November 21, 2022
Bierig, Robert F.
Consumer Demand Holds Up Thanks to Jobs, Savings
September 29, 2022
Khajuria, Shweta
As More Consumption Moves Online, Competition Gets Tougher
September 29, 2022
Devnani, Nikhil
Short-Duration High-Yield Investment Strategy Holds Up Well
August 31, 2022
Hahn, Gregory J.
Negative Consumer Sentiment Is Actually a Bullish Indicator
August 04, 2022
Katz, David A.
3 Great Companies Finally Cheap Enough to Buy
August 04, 2022
Lewis III, Fla
Price Dips Let Investors Buy Quality at a Discount
May 30, 2022
Villere, Lamar
Blockchain Not Widely Used by Fintechs, But Should Be
April 24, 2022
Maltbie Jr., Robert Michael
Multiple Use Cases Emerging for Blockchain and Crypto Technologies
April 24, 2022
Ellis, Lisa
Cross-Border E-Commerce, Platform-Based Processing Seeing Growth
April 24, 2022
Friedman, Jamie
For Long-Term Gains, Buy When Others Sell
March 10, 2022
Edgerton, Bobby
Value Manager Names His Faves: 6 Themes, 24 Companies
November 04, 2021
Buckingham, John
ETF Offers Cost-Efficient Exposure to Big Data Subsector
September 13, 2021
Jablonski, Sylvia
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
Reopening Plays That Also Offer Good Long-Term Performance
July 01, 2021
Chaitman, Sean
Advising Caution in the Face of Rising Government Deficits and Debt
June 24, 2021
Raclin, Jonathan S.
Risk/Reward Equation Points to Picks in Malls, Homebuilding, Pharma
June 24, 2021
Smead, William
Opportunity Zone Fund Focuses on Aviation and Regulatory Software
June 16, 2021
Harmer, Don
Large-Cap International Strategy Delivers Diversification, Higher Dividend Yield
May 27, 2021
Fitzpatrick, William T.
Balanced Fund Ups Stock Allocation After Defensive Turn to Fixed Income
May 06, 2021
James, Barry
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
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
Respecting the Disrespected: Embracing Out-of-Favor Stocks
January 04, 2021
Grodnick, Phil, Grodnick, Harrison, Britton, Rob
Hunting for Value: Better, Safer, Cheaper
January 04, 2021
Reynolds, Tom
Identifying Intrinsic Value Key to Stock Selection
December 17, 2020
Nicolas, Michael
Finding Attractive Opportunities in Economically Uncertain Businesses
November 05, 2020
Boyle, Brian
Providing a Path Forward Through Uncertainty with a Hedged Equity Approach
October 29, 2020
Swan, Randy
Manufacturers Benefit from Waves of Innovation
October 22, 2020
Langenberg, Brian
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
Creating Attractive Risk-Adjusted Returns in the Small-Cap Space
August 21, 2020
Van Cavage, Joe, Parker, Matt
Renewable Energy Being Driven by Corporate and Government Policies
July 10, 2020
Miller, Travis
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
Participating in the Transformational Growth of Cloud Infrastructure Globally
June 26, 2020
Ives, Dan
Investing in the Growth of the Gaming Sector
June 26, 2020
Pachter, Michael
Analyzing Stock and Bond Markets Based on Risk Levels
June 12, 2020
James, Barry
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
Looking for the Best Growth Opportunities Globally
May 08, 2020
Gillam, Robert
Identifying the Best Small-Cap Growth Companies
November 08, 2019
Rose, David
Anticipating Declines and Using Them as Buying Opportunities
November 08, 2019
Auxier, J. Jeffrey
Putting a Premium Valuation on Companies Managing Their Own ESG Risk
October 25, 2019
Prenner Bryant, Melody, Alfandary, Christina
Being Patient and Sticking to Value Principles in the Current Environment
September 06, 2019
Hayes, Hunter
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.
Seeking Companies Undergoing a Positive Change
June 14, 2019
Marcal, Pedro
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
Semiconductor Companies Need to Maximize Margins in the Current Market
June 14, 2019
Anderson, Charles
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
Looking for Stocks That Both Pay and Grow Dividends
March 22, 2019
Perez, Nancy
Investing in Innovative Small Caps with Organic Revenue Growth
March 15, 2019
Drobinski, Robert
Protecting in Down Markets Through Compounding
February 07, 2019
Auxier, J. Jeffrey
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
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.
Identifying Small Caps That Can Compound Capital Over Time
November 30, 2018
O’Brien, Brien M., Schatz, Brad
Positively Impacting Society Through Investments in West Africa
November 16, 2018
Verheijen, Danladi
Building a Global Strategy From the Bottom Up
November 02, 2018
Burkett, Grady
Managing an ESG Strategy with the Same Risk/Reward as a Traditional Portfolio
November 02, 2018
Jones, Peter, Kinateder, Tara
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Finding Good Ideas in All Market Conditions
September 21, 2018
Baron, Randy
Taking an Aggressively Defensive Approach as an Absolute Value Investor
September 21, 2018
Martin, Frank
Assessing the Small-Cap Space by Meeting with Management Teams
September 07, 2018
Garner, Joseph W., Sears, Stacey L.
Seeking Growth in Large Caps with Dominant Market Shares
September 07, 2018
Ward, Howard F.
Identifying Future Growth Prospects Wherever They Exist
September 07, 2018
Prial, Nancy
Finding Opportunities to Buy Great Businesses as Volatility Increases
September 07, 2018
Dunbar, McGavock
Staying Disciplined to a Bottom-Up Process with a Focus on Intrinsic Value
August 27, 2018
Coniaris, Tony
Generating Attractive Returns Through Stock Selection in a Long/Short Fund
August 10, 2018
Browne, Connor, Shah, Bimal
Finding Growth Opportunities in Names Related to Housing and Millennials
August 10, 2018
Elmaleh, Jacques R., Rothenberg, Steven J.
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
Seeking Above Average Growth at Below Average Valuations
July 13, 2018
McWhirter, Robert J.
Producing Attractive Risk-Adjusted Returns Across Market Cycles
July 13, 2018
Chaitman, Sean
Protecting Over the Long Term with a Balanced, Fundamental Approach
June 29, 2018
Sudyka Jr., Thomas J.
A Long/Short Investment Fund Focused on Domestic Financial Services
June 15, 2018
Heffern, John
New End Markets Emerging for the Semiconductor Sector
June 15, 2018
Pitzer, John
Data Center and Cloud Markets Stronger Than Expected in Semiconductor Space
June 15, 2018
Mosesmann, Hans C.
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
Better Purchasing Environment for Large Platform Companies
April 13, 2018
Roderick, Tom
Constructing a Concentrated Portfolio with a Stock-by-Stock Approach
March 14, 2018
Hiatt, Karen
Running Focused Portfolios as a Business-Perspective Investor
December 01, 2017
Polley, Malcolm E.
Engaging with Management to Identify Long-Term Midcap Investments
December 01, 2017
Pierson, Mary L., Lorden, Marie L.
Employing Leverage with Closed-End Funds
November 17, 2017
Raclin, Jonathan S.
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
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
Managing Risk Through Strict Quality Standards
July 24, 2017
Cornell, Jeffrey P., Jordan, Michael S.
Value Investing Alongside Proven Management Teams
July 24, 2017
Boskovich Jr., Joseph M.
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Satellite Companies Benefiting from Growth in Data Traffic
July 14, 2017
DeGasperi, Andrew
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
Playing the Semiconductor Space Defensively But With a Bullish Outlook
June 02, 2017
Pitzer, John
Investing in Established Companies with Favorable Financial Metrics
May 05, 2017
Turocy, Yolanda R.
Taking a Long-Term-Oriented Approach to Investments and Relationships
April 21, 2017
Ullman, John G.
Enterprises Increase Spend in Software Development and Analytics
April 07, 2017
Suri, Bhavan
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.
Using a Thematic Investment Strategy to Find Great Businesses
April 07, 2017
Vintiadis, Jason
Buying High-Quality Companies with Strong Management Teams
April 07, 2017
Mullarkey, Christopher, Mulvey, Jim
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
Combining Quantamental Stock Selection with Options Expertise
April 07, 2017
Parker, Joshua B.
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
Combining Price and Earnings Momentum for Greater Performance
March 10, 2017
Magee, David
Focusing on Blue Chips with Double-Digit Earnings Growth
March 10, 2017
Kalra, Sonu
Investing in Equities with an All-Cap Value Approach
February 24, 2017
Gustus, Doyle
Value Investing with a Business-Owner Mentality
February 10, 2017
Heinlein, John
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
Investing in Leading Companies within Expanding Industries
December 09, 2016
Vandeventer, Thomas
Online Travel Remains Resilient in Challenging Industry Environment
November 18, 2016
Wasiolek, Dan
Applying a Diversified, Dividend-Focused Strategy in Today’s Slow-Growth Environment
November 18, 2016
Yoshikami, Michael
An All-Weather, Long-Term Growth Strategy Focused on Quality
November 04, 2016
Walkush, Kevin
Preserving Capital with Balanced Portfolios
November 04, 2016
Shikiar, Stuart A.
A Healthy Market Backdrop for Health Care IT Companies
October 21, 2016
Hooker, Donald
Rising Competition in Telecom and Pay TV
October 07, 2016
Yong, Amy
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
Favorable Trends for E-Commerce and Continued Tailwinds in Internet Advertising
September 23, 2016
Kurnos, Daniel
Upgrade Cycle in the Data Center Catalyzes Major Growth
September 09, 2016
Henderson, Alex
Finding Robust Growth in the Security Sector
September 09, 2016
Hutchinson, Ryan
Data Center Trends Shift to Web 2.0 Cloud Service Providers
September 09, 2016
Genovese, Michael
Major Growth in Retail E-Commerce as Consumers Value Convenience
August 26, 2016
Devitt, Scott
Looking for Positive Changes in a Company’s Fundamentals
August 26, 2016
Lai, Gregory R.
Identifying Investments with an Opportunity for Value Creation
August 26, 2016
Lang, Daniel
Finding Opportunities by Wading into Controversy
August 12, 2016
Lappin, Joan E.
A Five-Pillar Process to Uncover Small-Cap Opportunities
July 29, 2016
Garcia, Aaron J., Farzam, Faraz
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
Raclin, Jonathan S.
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
Identifying High-Quality Leaders in Sustainability Practices
July 01, 2016
Deutsch, Derek
Using a Balanced Fund to Provide Returns and Preserve Capital
June 17, 2016
James, Barry
A Modest Recovery for the Semiconductor Space
June 03, 2016
Pitzer, John
Continued Cloud Migration and Shift of Economics Impact Software Space
June 03, 2016
Hedberg, Matt
Buying the Highest-Quality Stocks Available Below Intrinsic Value
June 03, 2016
Gavin, Sean
A Move Toward Software and Recurring Revenue Lifts Connectivity Companies
May 06, 2016
Bhagavath, Vijay
Moderation of Growth Rate Expected in Manufacturing-Infrastructure Construction
April 22, 2016
Dilts, Noelle
A Bullish Outlook on the Software Technology Space
April 08, 2016
Suri, Bhavan
Medical Technology Companies Continue to Grow and Innovate
March 11, 2016
Chodaczek, Greg
Buying Great Businesses at a Fair Price
February 12, 2016
Hanson, Dan
Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
Raclin, Jonathan S.
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.
Assessing Value Through a Time-Proven Framework
January 15, 2016
Resendes, Rafael
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.
Managing an Equity Strategy with a GARP-Oriented Approach
December 31, 2015
Meyer, James M.
Looking for Value with a Catalyst
December 31, 2015
Mullarkey, Christopher
Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby
Using a Systematic Approach for Higher Expected Returns
November 06, 2015
Fogdall, Jed S.
Making Rational Decisions with a Consistent, Predictable and Repeatable Process
October 09, 2015
Myers, Silas A., Massey, Brian L., Honeycutt, Joshua, Prestine, Jeffrey
Slow Growth for Multi-Industrials
October 09, 2015
Heymann, Nick
