In the News

In the News


In the News

Kera Van Valen on Forbes.com

Shareholder Yield Portfolio Manager and Senior Research Analyst Kera Van Valen was interviewed by Wally Forbes for Forbes.com where she discussed the makeup of the shareholder yield strategy.
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Bill Priest Appears on BNN’s Money Talk

CEO, Co-CIO and Portfolio Manager Bill Priest appeared on BNN’s Money Talk with Kim Parlee where he discussed potential tax reform in the U.S. and the repatriation of cash that might follow and the impact technology is having on the capital markets.
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Bill Priest on Barron’s 2017 Midyear Roundtable

CEO and Co-CIO Bill Priest participated in Barron’s Midyear Roundtable where he gave an update on the views expressed in beginning of the year and discussed the end of QE, outlook for Europe and the impact of technology on capital markets.

Bill Priest on Barron’s 2017 Roundtable

For the second straight year, CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron’s 2017 Roundtable. He spoke about the components of equity return, global growth expectations, interest rate expectations and their impact on valuations.
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