Emphasizing Process over Short-Term Performance
A year after 2022's turmoil, markets have calmed — but discipline still matters most. Our investment team on downside protection, fiduciary duty, and staying the course.
For How Long Will Bad News be Good News?
Bank failures shook headlines in March, yet markets kept climbing. Why bad economic news has been fuelling good market returns — and how long that can last.
Highlighting our Alternative Income and Growth Funds
A Q&A on how real estate manager Trez Capital navigates rising rates and growth markets — and what it means for the Alternative Income and Growth Funds.
Highlighting our Large Cap Equity Investments
A closer look at how the Core Equity Fund is managed globally, why two managers now oversee its large-cap allocation, and what's driving performance in 2023.
2022 Year in Review – The Perils of Traditional Diversification
Both stocks and bonds fell together in 2022, exposing the limits of the classic 60/40 portfolio. A look at how alternative asset allocation helped cushion the blow.

