As an investment team, we constantly seek to garner a holistic view of the investment landscape. We meticulously analyze various types of data, including macroeconomic indicators, fixed income, equity, and other markets. For the management of SMCO, an equity-only product, we take particular note of ...
The second quarter of 2024 presented numerous economic cross currents, leading to mixed outcomes across different sectors, companies, and the broader market. The ongoing trend of disinflation, coupled with above-trend growth and optimistic earnings expectations, buoyed certain asset classes and sect...
As we mark the 10th anniversary of Hilton's Dividend and Yield Strategy (DIVYS), we are both humbled by the trust you’ve placed in us and energized by the opportunities that lie ahead, reflecting on a decade of strategic outperformance, resilience through market cycles, and unwavering commitment to ...
In the wake of an increasingly uncertain economic backdrop, narrowing earnings growth, and heightened market risk, market discussions have pivoted to a renewed focus on active management.
This month, we’re celebrating the 10th anniversary of our Dividend & Yield strategy (DIVYS), a distinctive, large-cap dividend approach helmed by esteemed Portfolio Manager and Co-Chief Investment Officer Alex Oxenham.
The lower-than-expected monthly job growth report released on May 3 further bolsters the growing narrative that the labor market, while robust, is showing signs of loosening.
The release of The Rise and Fall of Ziggy Stardust and the Spiders from Mars in 1972 proved pivotal for David Bowie, boosting his career into interstellar overdrive. As I started to think about writing this quarter’s letter the opening track, “Five Years,” came to mind. With SMCO hitting the five-ye...
adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna
