article 08-16-2018

Manager Commentaries

Twice a year, our portfolio managers deliver Manager Commentaries that provide insights into performance—including holdings, portfolio positioning, investment opportunities, and long-term prospects. Find your Fund below.


Seeing the reemergence of value’s leadership in 2018’s second quarter, we believe that we are entering a more favorable period for cyclical and value stocks. With these signs of progress, we expect to see more signs of normalizing markets emerge as the year goes on. 

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