McGraw Hill Q3 FY2026 earnings call recap: digital & recurring revenue growth, raised guidance, AI strategy and CEO change.
Microsoft (MSFT) looks like a rare long-term buy after its Q2 selloff—39% Azure growth, AI exposure, attractive valuation, ...
The Limited Duration Fund outperformed its benchmark in Q4 2025 with a 1.33 percent return. Review the full performance ...
We invest in secular growth and innovative businesses across all market capitalizations, with the bulk of the portfolio ...
The fund's 2025 performance was especially noteworthy given the headwinds most small-cap growth and SMID-cap growth funds ...
Harding Loevner reviews the Global Developed Markets Equity strategy's 2025 performance amidst narrowing US market ...
European commercial real estate transaction activity dipped in the final quarter of 2025, but the year in aggregate is on a ...
Bonds, smaller-capitalization equities, and energy infrastructure each offer distinct advantages, but also carry different ...
Our frontier markets positioning favors high-carry sovereigns with improving policy credibility and fiscal discipline.
AECOM benefits from structural infrastructure demand and limited construction risk. Read more on ACM here and why I rate it a ...
We decided to exit the Oracle position and book a short-term tax loss, spreading the capital across several of the ...
In the fourth quarter, the Heartland Small Cap Value Strategy gained 2.98%, compared with the 3.26% return for the Russell ...