Article: Facing Fiscal Forks in the Road
Fixed Income Perspectives

Markets are holding steady despite mounting uncertainty, as investors, the Fed, and corporate America wait for clarity on fiscal policy and the direction of the economy.

June 26, 2025
Article: Excess capital yield: A better framework for value investing
Article: A Buy-the-Dip Opportunity?
Fixed Income Perspectives
April 23, 2025

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Behind the Metrics: The Science of Finding Good Value

June 25, 2025
Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.
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