The missing ingredient in today’s
large-cap allocations: value stocks

We examine what’s behind the concentration risk in today’s equity market and how investors
can position their portfolios in response.

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Performance strength across
market cap, geography, and time

We’re pleased to share the results of our long-only institutional strategies as of December 31, 2023,
which show positive value added over every time period.

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Drift myth and the influence of
active management on
Morningstar’s style box

Morningstar’s style box captures a fund’s holdings at a point in time. We explain
why “style drift” is often just the temporary effects of an active approach.

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The power of stock buybacks for creating shareholder value

We take a closer look at one of the least appreciated means of unlocking long-term
value for shareholders: stock repurchase programs.

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Investment Perspectives

Entry Points

Entry Points | Dividends vs Buybacks

Assistant Portfolio Manager Tim Collard explores the power of share buybacks.

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Entry Points | Capitalizing on the Emergence of AI

Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI.

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Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty

Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.

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Insights Series

Insights Series | U.S. Banking Sector

Equity Analyst Kevin Duggan explores today’s issues facing regional banks.

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Insights Series | The Setup for Value Abroad

Portfolio Manager Josh Jones discusses the opportunity for value investors abroad.

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Insights Series | Retail, Restaurants, and U.S. Consumer Resilience

Equity Analysts Jacklyn Hall and Jennifer Mace on the consumer staples sector in Q4 2023.

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