Commentary

Interview with a Capital Allocator: Small Cap Opportunities

by Advisory Research on April 30, 2024

Interview with a Capital Allocator: Small Cap Opportunities

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

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Strategies: Partners

If Volatility Rises, Dividend Growth Should Outperform

by Justin Lamb on April 08, 2024

If Volatility Rises, Dividend Growth Should Outperform

MARCH 2024 - Select Dividend If there is one thing markets dislike, it is uncertainty There has been growing certainty that 1) inflation is easing and 2) as a result, the Fed will cut rates somewhat aggressively later in 2024. Volatility markets have reflected this consensus, with the …

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Strategies: Select Dividend

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