Several funds dive into financial services and undervalued healthcare stocks.
We find several actionable ideas that yield more than the S&P 500.
Six of the top 10 conviction purchases are undervalued.
Several funds dive into undervalued energy, industrials, and technology stocks.
Large-cap value strategies shine after equity market shock in late 2018.
We see opportunity within the consumer cyclical sector.
Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.
Seven of the top 10 dividend-yielding names are undervalued.
The most compelling story on the conviction holdings list of our top managers is narrow-moat rated Apple.
The financial services and technology sectors each contributed three names to the high-conviction purchases list, and industrials contributed four to the new-money purchases list.
Large-cap growth and large-cap value strategies maintain gains above index, market is undervalued.
Stock-pickers find value in times of volatility and continue to purchase and hold high-quality names.
New-money purchases in technology and consumer goods, and Berkshire finds value in the financial sector.
Our roster of top managers is finding value in these higher-yielding stocks.
In aggregate, our roster of top investment managers is looking more and more like the S&P 500.
Several funds take a dive into GE as industrials receive some attention this quarter along with General Motors.
Large cap growth strategies make a comeback in 2017; three new names caught our eye this quarter.
The first part of 2018 saw buying conviction pick up, with buying activity among several key names.
We uncovered two undervalued stocks that multiple top managers were buying earlier this year.
Our top managers' high-quality dividend stocks reveal some new names worth highlighting.
Activity levels have picked up amidst rising valuations and interest rates in the new year.
Passive inflows continue to make for a difficult stock-picking environment.
While healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
Conservatism remained the name of the game in the most recent period, as valuations still look stretched to our top managers.
This period saw the return of our top managers into household, blue-chip names.
Our top managers' high-quality dividend stocks mirror some of their high-conviction purchases or holdings
Conservatism remained the name of the game in the most recent period because, to our managers, valuations still look stretched.
Our top managers are turning over more rocks in search for buried treasure.