Commentary

Investment Philosophy

by Advisory Research on June 26, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Michael Valentinas provides a high-level description of the investment team’s philosophy and their implementation of objectivity.

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How are we Thinking About Inflation?

by Advisory Research on June 20, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Adam Steffanus discusses sticky inflation, the origins of the 2% target, and the potential for a higher Federal Reserve inflation target.

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The Dominance of U.S. Tech

by Advisory Research on June 12, 2024

June 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Adam Steffanus highlights how the size, profitability, and growth of Big Tech might justify some pretty expensive valuations.

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What is the Advantage of Global Investing?

by Advisory Research on June 05, 2024

JUNE 2024 - Select Dividend In the following clip, Select Dividend Portfolio Manager Michael Valentinas discusses how, more and more, the investment team is finding high conviction, high dividend growth stocks in international markets.

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