Investment Management



A Simple Analysis Reveals a Harsh Reality: No Investor is Spared from the Uncompromising Logic of Mathematics

By Vincent Costa, CFA, Head of Global Equities

Large investment losses have the potential to derail any investor on their path towards achieving their stated objective. In this quick math lesson, we explain the importance of downside protection.


An Underappreciated Asset Class: A Case for SMID Cap Growth

By James Hasso, Head of U.S. Small Cap and Portfolio Manager

For investors running up against capacity constraints in small-cap, the SMID-cap growth universe may provide the best of both worlds: exposure across market caps with the potential for greater returns with less risk and more liquidity.