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Blog
Aug 13, 2019

Investment Grade Credit Report: An Impressive First Half

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.
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Blog
Jul 5, 2019

Convertible Bonds: An Underappreciated Source of Alpha

Although most investors ignore the opportunities presented by these flexible fixed income securities, they are an integral component of our strategy.
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Video
Apr 16, 2019

Webinar REPLAY - Managing for Total Returns in an Uncertain Environment

If you were unable to join our webinar about Managing for Absolute Returns in an Uncertain Environment, hosted in partnership with AdvisorPerspectives, you can watch the replay here.
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Blog
Apr 15, 2019

A Contrarian View: Now Is Still the Time to Invest in Growth

In early November 2018 we published a blog post claiming that the time was right to invest in growth. In this piece, we revisit our analysis and draw the same conclusion.
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Blog
Mar 21, 2019

Don’t Believe the Hype: An Inverted Yield Curve Does Not Guarantee a Recession

Conventional wisdom dictates that recessions occur every time the yield curve inverts, but in our view that is an oversimplification.
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Blog
Mar 14, 2019

A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.
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Blog
Jan 15, 2019

Not as BBBad as You’ve Heard – Despite Negative Headlines, We Do Not Anticipate a Wave of Downgrades

BBB issuers have received a lot of bad press recently, but John Sheehan believes the perception is worse than the reality and that credit selection is key to finding good risk adjusted returns.
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Blog
Dec 10, 2018

U.S. Consumers Poised to Drive Demand in 2019: Which Companies Can Capitalize?

In his 2019 preview, Jim Callinan explains why he feels retail businesses are the likely engines for growth and shares his views on sectors and firms that should outperform.
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Blog
Nov 5, 2018

A Contrarian View: Now Is the Time to Invest in Growth

With the U.S. economy now in its ninth year of expansion, investors have become wary of growth stocks and their higher multiples. The ongoing market volatility has increased these concerns, but research from Cornerstone Macro suggests that a slowdown in the economy may in fact be favorable for growth companies.
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Blog
Oct 5, 2018

Leveraged Buyouts: Risks May Lurk Beneath the Surface of These Popular Deals

The recent Blackstone->Thomson Reuters acquisition reminded us once again why we need to be extra vigilant when evaluating sponsor backed deals.
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Blog
Oct 2, 2018

The Case for Concentrated Portfolios

When it comes to investing, we have always believed that focus is more important than breadth. In our latest paper, John Osterweis and Jim Callinan discuss the advantages of concentrated portfolios.
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Blog
Sep 5, 2018

Finding Growth in Unexpected Places: Cyclical Industries

Jim Callinan explores three firms from traditionally slow-growing cyclical industries that he believes are building businesses well-positioned to outperform the market.
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News
Aug 13, 2018

New York Times: John Osterweis Discusses Investing In the Era of Tariffs

In this NYT article, our chief investment officer suggests strategies that limit exposure to the ongoing tariff disputes.
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Blog
Jul 6, 2018

MedTech Disruptors: Combining Better Patient Outcomes with Direct-to-Consumer Marketing

Jim Callinan discusses how these three innovative MedTech firms are leveraging direct-to-consumer marketing to accelerate growth and disrupt their industry.
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