Strategies & Solutions

Our Growth Equity Alpha Thesis: Seeking Risk-Adjusted Excess Returns

A manager's alpha thesis can offer insight into an investment strategy's performance potential. Our growth equity alpha thesis is the differentiated philosophy & process behind what we do every day.

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Our Latest Insights

The State of High Yield

Does the high yield bond market offer enough value at this point in the credit cycle?

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Our Take on 5 Key Things Happening in the Euro Area and UK

Senior Sovereign Analyst Laura Sarlo gives her quick take on recent and upcoming developments in the euro area and UK.

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When Credit Diverges from Equity

It’s a common misconception that credit and equity performance move in tandem. When can divergence occur and how can credit investors prepare?

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Strategies & Solutions

Our Growth Equity Alpha Thesis: Seeking Risk-Adjusted Excess Returns

A manager's alpha thesis can offer insight into an investment strategy's performance potential. Our growth equity alpha thesis is the differentiated philosophy & process behind what we do every day.


60 Seconds On The Market

Additive Manufacturing - 60 Seconds with Anthony Forcione

Additive Manufacturing—more commonly referred to as 3D printing -- is an extraordinary technology that could alter the future of American industry.

Technology Disruptors - 60 Seconds with Tony Ursillo

In my view, it is likely that two major TV networks will merge within the next three years.

Reversal of Fortune - 60 Seconds with Dave Rolley

I believe that now may be a good time to rotate into traditional global funds that include active currency as a return tool.