September 21, 2021
Prior to COVID, a popular approach to defensive equity investing centered on buying lower-risk, higher quality stocks. This makes perfect sense and isn’t very surprising. Also not surprising, this sort of strategy tends to...
December 04, 2020
Over the past few months, there has been a great deal of talk about ‘rotation’ within the stock market. Much of the commentary on the topic focuses on growth versus value investing. However, it may be helpful to supplement...