Reflecting on Investment Outcomes: What Can We Learn from Successes and Mistakes? 7 May 2024 Gain insights from portfolio manager Aaron Monroe, CFA, as he reflects on investment outcomes, exploring successes and mistakes in navigating the small company universe. (5 min read) Read
Where the Rubber Meets the Road 28 March 2024 Learn more about the world of electric vehicles (EVs) and discover their surprising implications on the tire and towing industry. Discover companies that are poised to benefit from the rising adoption of EVs. (5 min read) Read
Small Cap Investing Insights with Aaron Monroe 1 March 2024 Tune in for an insightful discussion on small company investing with portfolio manager Aaron Monroe, CFA. Aaron shares his approach of prioritizing resiliency over quality and where he’s uncovering new opportunities. (38 min video) Watch