Jacquelyne J. Cavanaugh
Portfolio Manager, Analyst
More from the Equity team
We believe BDCs are built to deliver dividends in a recession
We believe stocks of business development companies have evolved to better withstand a recession, and their dividends can remain at highly attractive levels.
How an active core strategy can benefit equity investors
An active core strategy backed by fundamental, sector-based research has demonstrated impressive long-term performance versus passive strategies.
ESG: Hearing the signal above the noise
In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.
Look beyond dividends for income from value investing
To build a value investment strategy, consider dividends in the context of overall income.