Over my forty years or so in and around dealing rooms and financial markets, I have heard many theories as to how to approach that problem and have settled on a process that has worked for me ...

Bottom-up research on individual companies drives stock selection here. The 60- to 90-stock portfolio can concentrate in a few sectors: As of March 2024, 69% of the US mutual fund’s assets were ...

Real time quote data is not available at this time. *Data is provided by Barchart.com. Data reflects weightings calculated at the beginning of each month. Data is subject to change. **Green ...