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Latest Market Updates
Portfolio Update: Eliminating Emerging-Market Equity Overweight
After a broad review of portfolio positioning in recent quarters, we are eliminating the overweigh ...
Polen International Growth ETF (PCIG) Due-Diligence Report
Our interactions with Polen Capital date back to the mid-2010’s when we were first introduced to t ...
Where to next for Generative AI? - Polen Capital
In some directions, there may be too much excitement. In other areas, the market hasn’t yet figure ...
Where to next for Generative AI? - Polen Capital
In some directions, there may be too much excitement. In other areas, the market hasn’t yet figure ...
February 2024 Monthly Market Update
After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level to ...
How to avoid another lost decade in equities – RBA Insights
Catch up on RBA's February insights & recent interviews where Rich Bernstein, Dan Suzuki, and ...
Scharf Fund (LOGIX) Due-Diligence Report
The Scharf Investments team invests in high-quality businesses that have shown a history of consis ...
How to avoid another lost decade in equities – RBA Insights
In our latest insight, we outline the similarities of today's market to that of the Tech Bubble an ...
Artisan Canvas Digest—for the week ended 16 February 2024
Artisan Canvas Digest for the week ended 16 February 2024.
January 2024 Monthly Market Update
After an extraordinary last two months of 2023 for U.S. small cap stocks, leadership was handed ba ...
Extending time horizons is critical to building wealth – RBA Insights
The basic tenets of building wealth, like having a well-diversified portfolio with long time horiz ...
iMGP Q1 2024 Market Outlook and Portfolio Update
This deck contains a high-level overview of iMGP’s investment outlook and portfolio positioning, a ...