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Featured Perspectives

The Indices Are Getting Top-Heavy Again

Michael Schroer from Renaissance Investment Management explains the current weight of the 10 largest companies in the Russell 1000 Growth Index, and what it means in terms of potential investments.
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Barron's: Why a Winning Value Fund is Betting on Macy's and Samsung Stock

Barron’s features Yacktman portfolio managers Stephen Yacktman and Jason Subokty on their approach to value investing highlighting tech and traditional stock picks.
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Keep Calm and Remain Diversified

A short- and long-term review of the power of diversification.
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Think Small: International Small Cap Offers Big Opportunities

Market inefficiencies in international small cap have allowed active managers to add meaningful value. Historically, adding small cap to an international allocation would have boosted returns with only a minor impact on volatility.
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