Where Is A Contrarian Finding Opportunities In A High-Priced Market?
The market’s at an all-time high, so opportunities aren’t easy to find. But they’re out there. One area is technology. … Read more
The market’s at an all-time high, so opportunities aren’t easy to find. But they’re out there. One area is technology. … Read more
What are you hearing about growth outside the U.S.? We are beginning to hear anecdotal evidence of the pickup in … Read more
Steve Lipper: The Opportunity Fund is doing really well this year, particularly in a year that value has struggled. Tell … Read more
What’s working in International Premier? Well, I think a lot of things are working right now. Certainly, when I think … Read more
Portfolio Manager Buzz Zaino explains what’s working in 2017 for his deep value approach, and where he is finding new … Read more
Co-CIO Francis Gannon discusses key topics for small-cap investors, including earnings strength, valuations, and the prospects for increased volatility. Watch … Read more
Co-CIO Francis Gannon on why a vibrant global economy can be a good thing—for certain types of small-caps. There is a … Read more
Portfolio Manager Chuck Royce discusses the first half of 2017 with Co-CIO Francis Gannon, and what he expects to happen next. … Read more
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon look at both 2Q17 and the year’s first half and see a consolidating asset … Read more
Co-CIO Francis Gannon looks at recent small-cap results and sees a consolidating asset class setting the stage for its next move … Read more
Portfolio Manager Steven McBoyle explains how some small-cap businesses are benefiting from the changes wrought by e-commerce. How Important Is … Read more
Portfolio Manager Steven McBoyle discusses the significance of the ‘Amazon Effect’ and its effects on e-commerce and small-cap retailers. Can … Read more
Co-CIO Francis Gannon explains what investors should know about the state of small-caps. Watch the video here. What should investors know … Read more
Co-CIO Francis Gannon on why small-caps have struggled to break out in 2017. Year-to-date through 6/9/17, the Russell 2000 Index advanced … Read more
Portfolio Manager Chuck Royce discusses why financials continue to play an important role in his portfolios. What role do financials play … Read more