Special Report: Coronavirus

Bill Hackney
March 04, 2020
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Market Commentary

The coronavirus will have a severe impact on the US economy. But if history is any guide, the economic effects of the virus should be relatively short-lived. This special report gives investors our views on the possible economic and investment implications of the spreading coronavirus. 

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QUALITY SCORECARDS

Monthly Scorecard

February 29, 2020

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Quarterly Scorecard

December 31, 2019

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FACT SHEETS AND COMMENTARIES

Fact Sheets & Commentaries

Core Equity

December 31, 2019
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Fact Sheets & Commentaries

 Growth Equity

December 31, 2019
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Fact Sheets & Commentaries

Fixed Income

December 31, 2019
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As a firm, we are dedicated to uncovering high quality investments—a strategy that transcends market conditions.

WHITE PAPERS

Calm Before the Storm

Michael Jaje, CFA
September 12, 2016
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Great Expectations

Bill Hackney
July 05, 2016
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Short Duration Scorecard

December 31, 2019
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SHORT DURATION QUALITY SCORECARD

A quick reference guide to what's driving short duration fixed income returns.