Shep Perkins, CFA
Co-Head of Equities
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17-Oct
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D. William Kohli, Chief Investment Officer, Fixed Income on how his background in quantitative analysis contributes to his approach to investing in dynamic markets.
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How company diversity can help performance
The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.
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Blog posts
Italy may be conduit for EM contagion
September 18, 2018
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
Italy may be conduit for EM contagion
September 17, 2018
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
Are non-U.S. stocks truly cheap?
April 23, 2018
On the surface, U.S. stocks appear more expensive than non-U.S. stocks, but a quantitative comparison reveals the impact of sector valuations.