Darren A. Jaroch, CFA Portfolio Manager

Funds managed

Fact sheet Annual Semi-annual
Equity Income Fund
overall Morningstar rating among 1100 funds in the Large Value category.
10-year Morningstar rating among 310 funds in the Large Value category.
5-year Morningstar rating among 384 funds in the Large Value category.
International Value Fund
3-year Morningstar rating among 264 funds in the Foreign Large Value category.

Blog posts

Value opportunities gain traction in turmoil

February 01, 2016

Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.

The dollar could be a drag on dividends

July 09, 2015

The stronger U.S. dollar can challenge corporate earnings and the ability of companies to pay dividends.