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Advisor Insights

October 27th, 2023 | by Roger R. de Bree, Andrew Ewert, Frank H. Hawrylak, CFA, Jay Hill, CFA, Thomas H. Shrager, John D. Spears, Bob Wyckoff

Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today’s market.

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international value investing

Advisor Insights

October 27th, 2023 | by Roger R. de Bree, Andrew Ewert, Frank H. Hawrylak, CFA, Jay Hill, CFA, Thomas H. Shrager, John D. Spears, Bob Wyckoff

Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today’s market.

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Market Insights

October 20th, 2023 | by Michael E. Schroer, CFA

Wall Street has a seemingly endless capacity for creating catchy nicknames for stock market leaders, from the “Nifty Fifty” to “FAANG.” So far, in 2023 “The Magnificent Seven” dominates financial headlines.

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ozempic

Advisor Insights, Market Insights

October 12th, 2023 | by Brian Tolles

Jackson Square believes the impacts of GLP-1s like Ozempic and Wegovy will spread beyond the healthcare industry over the next decade, creating investment pitfalls and opportunities.  

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AI disruption

Advisor Insights, Market Insights

September 1st, 2023 | by Ian Ferry, Brian Tolles

In Jackson Square’s view, understanding how the AI disruption represents a technological inflection point is imperative when considering investing in tech or communications services companies today. 

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Fresh Perspective on energy

Advisor Insights

August 8th, 2023 | by Adam P. Sues

Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today.

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Equal weighted approach

Market Insights

August 4th, 2023 | by Michael E. Schroer, CFA

Given the outperformance of mega cap stocks and their contribution to the cap weighted S&P 500® Index’s performance in the first half of 2023, it may be surprising to learn that the equal weighted S&P 500 has actually outperformed the cap weighted index significantly over time.

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