Video Balancing Risk & Opportunity in an Expensive Market 16 March 2026 As valuations remain elevated and markets rotate across sectors, portfolio managers Austin Hawley, CFA, and Rick Snowdon, CFA, discuss how they’re balancing disruption risk with opportunity — and where they see durable value today. (20 min video) Watch
Article Headline Strength, Hidden Strain: A Closer Look at the Consumer 17 March 2026 Headlines surrounding resilient consumer spending are masking a bifurcated reality — roughly 30% of households are driving the majority of spending. We outline what this means for consumer credit and why strong credit analysis and issuer selection remain crucial in today’s environment. (3 min read) Read
Article AI's Securitized Footprint: The Rise of Data Center Financing 19 March 2026 Data center financing is reshaping securitized markets as AI and cloud demand fuel rapid growth. Explore how ABS and CMBS structures differ — and what those differences mean for fixed income investors. (6 min read) Read
Article Weaving Webs: Our Approach to Micro-Cap Idea Generation 13 March 2026 In a fragmented, underfollowed micro-cap market, structure matters. Learn how boots-on-the-ground research, primary sources and collaboration help us surface high-conviction ideas. (6 min read) Read