A Broader Market Is Finding its Footing

Published on August 11, 2026

US equity market leadership underwent a rotation in July, with previous leaders turning into laggards and vice versa.

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The Economics of Asset Allocation

August 11, 2026
We provide research and advice on asset allocation, the selection and weighting of various investment categories. Subject to internal review and governance, our recommendations guide the investment decisions in our family of mutual funds and institutional client portfolios.

So, Why Don't You Own It?

August 11, 2026
Today’s equity markets are arguably the most concentrated, interconnected and exposed to correlated risks in the modern era. In this fragile environment, we believe investors need more than just exposure to stocks that have driven recent market returns. Disciplined stock selection and clear risk objectives are essential—as well as conviction in what not to own.