By Vincent Costa, CFA, Head of Global Equities and Erin Doyle Orekhov, Client Portfolio Manager
Eight years into the slow and steady recovery of the economy and markets, complacency has hit record highs. As the era of complacency continues, we take a closer look at how investors are positioned and why it makes sense to add a little protection to your portfolio before volatility returns.Read More
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.
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.