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The Oakmark International Small Cap Fund (OAKIX, “the Fund”) returned 37.05% for the fiscal year ending September 30, compared to its benchmark, the MSCI...
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This article was written by Follow Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial...
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This article was written by Follow Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of...
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This article was written by Follow I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an...
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Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is a low-cost, tax-efficient investment option for investors that seek to invest in large U.S. companies, especially in...
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The purpose of the Oakmark Equity and Income Fund (MUTF:OAKBX, “the Fund”) is to (1) protect capital during market downturns, (2) compound capital at...
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Introduction Cenovus Energy (NYSE:CVE) (TSX:CVE:CA) is a large integrated oil and gas producer in Canada. The company produced in excess of 700,000 barrels of...
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The Second Look Amendment Act (SLAA) went into effect on April 27, 2021, which was an update to the Incarceration Reduction Amendment Act (IRAA)....
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Investment Thesis Do you agree with me that it would be great to implement an investment portfolio that can help increase your wealth with...
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T-Mobile US, Inc. (NASDAQ:TMUS) is one of the leading telco operators in the US market, together with AT&T (T) and Verizon (VZ). Notably, the...
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Moats and Monopolies Here at Moats and Monopolies, we run a concentrated portfolio of high quality compounding assets from across the world. This is...
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MARKET OUTLOOK POSITIONING The fixed income investing landscape remained challenged in the third quarter. We maintain our recommendation for focus on individual credit selection...
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This article was written by Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate....
