Insights
Energy investing without macro calls
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
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Insights
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
March 20, 2026
Insights
February 13, 2026
Jeremy G. Thames, CFA
Associate Director of U.S. Research
Our Commentary
Commentary
Bill discusses why today's market conditions present a rare opportunity for value investors.
Commentary
Tony discusses how today's markets have allowed us to capitalize on higher "quality" opportunities — while staying true to our value discipline.
Commentary
Adam reveals why discipline matters most when markets look calm.
Commentary
At the sector level, the largest contributors to performance were communication services and health care, while energy was the only detractor.
Commentary
At the sector level, the largest contributors to performance were communication services and financials, while industrials was the only detractor.
Commentary
At the sector level, the largest contributors to performance were health care and information technology, while consumer staples was the only detractor.
Commentary
At the sector level, the largest contributors to performance were health care and financials, while consumer discretionary and consumer staples were the largest detractors.
Commentary
At the sector level, health care and financials were the largest contributors to performance, while consumer staples was the only detractor from performance.
Commentary
At the sector level, industrials and financials were the largest contributors to performance, while communication services and consumer discretionary detracted from performance.
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