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Quarterly Commentary
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Style Points
2023 February Style Points
International Small Cap Equity Valuation continues to matter in International Small Cap. Low
2023 January Style Points
U.S. Small Cap Equity January resulted in a reversal of 2022 trends. Buying
Making Bubbles
Roughly once every decade, investors enthusiastically inflate a dangerous new bubble in the market.
Is Recession Looming Or Not?
Headlines and media reports recently have sounded a dim drum-beat. In contrast to this
Trade War: Brief Update and Perspective
The US-China trade war entered its 16th month and doesn’t look to be ending soon.
Long Term View: How to Think about Investment Winners and Losers
Investors tend to focus on the near term—basically six months ahead; but such short