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The Ascent of Uncertainty - First Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
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Robert D. Stimpson, CFA, CMT
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Answers to Our Most Recent Client Questions - Third Quarter 2021 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
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Play Ball - Second Quarter 2021 Market Commentary
Jeffrey B. Travis, CFA
Portfolio Manager, Senior Analyst
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Recent
Commentary
The Ascent of Uncertainty - First Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
Commentary
Market Update - The Debate Over Guns or Butter Returns
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
Answers to Our Most Recent Client Questions - Third Quarter 2021 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
Play Ball - Second Quarter 2021 Market Commentary
Jeffrey B. Travis, CFA
Portfolio Manager, Senior Analyst
Commentary
Light at the End of a Long Tunnel - First Quarter 2021 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
The Heavy Lifting - Fourth Quarter 2020 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
2020 Annual Shareholder Letter
By: Robert Stimpson, CFA
Co-Chief Investment Officer & Portfolio Manager
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2021 Annual Shareholder Letter
By: Robert Stimpson, CFA
Co-Chief Investment Officer & Portfolio Manager
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