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Literature

Strategies

Quarterly Commentary

Concentrated Large Growth

Small/Mid Cap Growth

Equity Income

News and Insights

Eyes of the World - March 2026

Eyes of the World - February 2026

Eyes of the World - December 2025

Eyes of the World - November 2025

Perspectives on 20 Years of Income Investing

Talking Tariffs with James Bailey, CFA, Director of Research

Under Appreciated Value in Biotech

Bob Torray's Lasting Impact

May 2025

Portfolio Manager Interview

Talking Tariffs with Director of Research James Bailey, CFA

The future direction of U.S. trade policy remains a key question, and we're closely watching the contrasting approaches emerging from Washington. James Bailey, CFA, our Director of Research, talks about how simplistic metrics like trade deficits can paint an incomplete and even misleading picture for investors.

April 2025

Portfolio Manager Interview

Jeff Lent, Equity Income Portfolio Manager,

recently sat down with The Wall Street Transcript to share his perspective on 20 years of delivering clients the powerful combination of high current and growing income, with lower volatility in periods of market decline. Importantly, Jeff has achieved these objectives by consistently applying the same philosophy and process he has honed over the last two decades.

Contact Us to Learn More

Breck Scalise

Director of Client Relations and Marketing, Partner

Get In Touch

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