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Quarterly Positioning Updates

  • TimesSquare Mid Cap Growth Fund Quarterly Update

    Since the pandemic lows, the equity market has seen significant gains and new highs. Many investors have concerns about valuations, economic growth and inflation. TimesSquare's investment process avoids the headlines and focuses on identifying individual businesses with strong growth fundamentals through any market cycle.
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  • Harding Loevner Quarterly Market Outlook

    Amidst varying vaccination rates and fears of inflation or supply chain disruptions, equity markets continued to move higher in Q2 although not in a straight line. As quality and growth stocks performed well, the question of a sustained value rally continues. Harding Loevner covers the equity landscape in their Q2 2021 review.
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  • GW&K Taxable Fixed Income Update

    From a broad perspective, investors got some relief with their taxable bonds, as the quarter was positive coming out Q1, which had one of the worst returns since the early 1980s. The spike in yields that drove the asset class down in Q1 partially reversed for Q2. GW&K has been actively managing taxable bond portfolios for more than three decades and shares their latest perspective on the taxable bond market here.
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    GW&K Emerging Wealth Update

    Join GW&K portfolio managers, Thomas Masi, CFA and Nuno Fernandes, CFA for an update on Emerging Market Wealth.
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    GW&K Municipal Bond Market Update

    Municipal bonds had a solid quarter following the rally in treasuries. GW&K has been managing high quality municipal portfolios since 1974 and has experience in all types of markets.
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  • Yacktman Quarterly Update

    During this presentation, the Yacktman Asset Management team discussed quarterly updates to the AMG Yacktman Fund (YACKX) and the AMG Yacktman Focused Fund (YAFFX, YAFIX).
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