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erformance being weighed down by retail august 11 2017 kim ki bin lewis michael a favorable view on retail reits despite sector volatility august 11 2017 goldfarb alexander d fundamentals have never been stronger in multifamily and industrial reits august 11 2017 benda john r building diversified portfolios with quality global equities july 27 2017 padilla gregory d crespo alberto jimenez building accountability and avoiding mistakes through the decision process july 27 2017 pagonis dean value investing alongside proven management teams july 24 2017 boskovich jr joseph m investing in dividend paying companies in the midcap space july 24 2017 hogan paul c delivering long term results with a risk managed growth fund july 20 2017 abate james a finding investments with favorable risk and reward opportunities july 19 2017 beukema iii henry better returns and lower risk in the midcap space july 18 2017 polley malcolm e satellite companies benefiting from growth in data traffic july 14 2017 degasperi andrew focusing on artificial intelligence internet of things and 5g growth trends july 14 2017 robison matthew looking for long term earnings growth in consumer discretionary june 30 2017 dixon peter balancing credit risk and duration risk with higher quality bonds june 30 2017 duffy peter finding unidentified value opportunities in the small cap space june 30 2017 hewitt eric seeking equities that offer growth at a reasonable price june 30 2017 trompeter christopher j finding upside in companies with undervalued growth potential june 30 2017 ehrlichman paul seeking growth in companies on the cutting edge of technology june 30 2017 wangensteen nels yin ingrid understanding what you own and investing in enduring businesses june 30 2017 auxier j jeffrey playing the semiconductor space defensively but with a bullish outlook june 02 2017 pitzer john seeking risk averse ways to grow wealth june 02 2017 buoncore rick looking for rock solid dividend paying companies may 05 2017 woodley donald f structuring portfolios based on clients needs and characteristics april 21 2017 tengdin douglas providing income through dividend yield and growth april 21 2017 vanderlee peter striking a balance between opposing investment imperatives april 21 2017 weary thomas m constructing portfolios according to the pillars of fear greed and ego april 21 2017 weller robert enterprises increase spend in software development and analytics april 07 2017 suri bhavan finding the best midcap companies to invest in for the long term april 07 2017 easley donald using a thematic investment strategy to find great businesses april 07 2017 vintiadis jason staying disciplined and minimizing human bias april 07 2017 stangel brian r putting capital preservation first in an all cap strategy april 07 2017 benowitz jason understanding the potential impact of bitcoin and blockchain technology april 07 2017 pierce brock finding opportunities in cheap stocks with fixable issues april 07 2017 norris matthew t integrating a top down view with a bottom up investment approach march 24 2017 snell patrick generating alpha with a relative value discipline march 24 2017 melvin gregory m mcgee robert a donnelly michael j aufman shawna looking for growth consistency and financial strength march 24 2017 maronak erick combining price and earnings momentum for greater performance march 10 2017 magee david focusing on blue chips with double digit earnings growth march 10 2017 kalra sonu building portfolios with dividend growth and diversification march 10 2017 katz david a investing in equities with an all cap value approach february 24 2017 gustus doyle looking for u s companies beating the norm february 24 2017 hodges craig d value investing with a business owner mentality february 10 2017 heinlein john using dividends as a valuation methodology february 10 2017 fine lauren rich seeking quality business models and strong capital allocation january 27 2017 dean greg investing with a focus on sector rotation january 27 2017 gilmartin brian a fully invested equity strategy focused on low volatility january 27 2017 corris david a three stage process to long term value investing january 13 2017 buckingham john investing in companies with insider buying january 13 2017 boskovich sr joseph m looking at valuations and dividends to invest for the long term january 13 2017 cullen jim chang jennifer an all cap investment strategy focused on absolute value january 13 2017 estes greg looking for change in the large cap universe december 30 2016 crawford kenneth james meghan offering strong client service and risk adjusted returns december 30 2016 beukema iii henry three strategies for managing assets for high net worth clients december 30 2016 lau benjamin combining active and passive investing for stability and performance december 30 2016 bacarella robert s investing in stocks based on customer satisfaction december 30 2016 bak phil investing in leading companies within expanding industries december 09 2016 vandeventer thomas strong backdrop for movie theater space heading into 2017 november 18 2016 kulp leo applying a diversified dividend focused strategy in today s slow growth environment november 18 2016 yoshikami michael preserving capital with balanced portfolios november 04 2016 shikiar stuart a media companies challenged by cord cutting consumers october 07 2016 mogil ben uptrend in tv advertising as data measurement improves october 07 2016 nollen tim shift to digital media creates new revenue streams october 07 2016 meyers stan approaching investments from an owner s perspective october 07 2016 heyman eric r a breakout period of growth for data center reits september 23 2016 frederick moran favorable trends for e commerce and continued tailwinds in internet advertising september 23 2016 kurnos daniel creating portfolios as both a risk manager and investment adviser september 23 2016 ross kenneth n customized portfolio management based on value and growth at a reasonable price september 23 2016 roberts mark looking for clean balance sheets and cash generation september 23 2016 getsos jerry p upgrade cycle in the data center catalyzes major growth september 09 2016 henderson alex finding robust growth in the security sector september 09 2016 hutchinson ryan data center trends shift to web 2 0 cloud service providers september 09 2016 genovese michael an acceleration in the migration of e commerce on mobile august 26 2016 squali youssef major growth in retail e commerce as consumers value convenience august 26 2016 devitt scott staples retail sector marred by overbuilding and sluggish demand august 26 2016 mushkin scott a auto parts and convenience stores becoming defensive businesses august 26 2016 benjamin s bienvenu cost cutting and divestitures make beverage sector more attractive august 26 2016 ali dibadj selective stock picking in the healthy living space august 26 2016 edelstein joe looking for positive changes in a company s fundamentals august 26 2016 lai gregory r removing noise and emotion with a three year time horizon august 26 2016 towle christopher d slow growth economy impacts transportation space july 29 2016 sterling kevin w a cautious view on the freight transportation sector july 29 2016 hartford benjamin j casting a wide net to find cheap high quality stocks july 29 2016 frank brian j finding long term growth in founder led companies july 15 2016 de boutray brooke a five point system to managing money in the stock market july 15 2016 edgerton bobby investing in companies with brand appropriate e commerce strategies july 01 2016 friedman deena looking for innovative companies with strong growth potential july 01 2016 zackery anthony using a balanced fund to provide returns and preserve capital june 17 2016 james barry utilizing an exchange traded fund to invest in online retail june 17 2016 magoon christian beating the benchmark by protecting the downside june 17 2016 ramos ernesto a modest recovery for the semiconductor space june 03 2016 pitzer john continued cloud migration and shift of economics impact software space june 03 2016 hedberg matt a move toward software and recurring revenue lifts connectivity companies may 06 2016 bhagavath vijay data security sector continues to perform while storage remains challenged may 06 2016 nowinski andrew identifying high quality growth companies in emerging markets may 06 2016 chenoweth eric seeking long term investments with recurring revenue april 22 2016 fischer jeff a bullish outlook on the software technology space april 08 2016 suri bhavan using proprietary research and an unbiased process to find the best ideas february 26 2016 siphron peter d buying great businesses at a fair price february 12 2016 hanson dan focusing on diversification buying funds at a discount and distributions february 12 2016 raclin jonathan s investing in high quality companies with addicted customer bases february 12 2016 smead william generating higher returns while incurring lower risk january 29 2016 fraise george managing a concentrated intrinsic value fund january 15 2016 gavin sean using free cash flow yield to determine valuation january 15 2016 norris matthew t pairing value and momentum to survive the tough periods january 15 2016 ott david looking for attractive valuations earnings growth and financial strength december 31 2015 montoya christopher n looking for the world s best companies with the best balance sheets november 06 2015 edgerton bobby identifying horizontal plays with technology moats in application software november 06 2015 suri bhavan enterprises move forward with leading cloud vendors as the next platforms of choice november 06 2015 roderick tom innovation and true technology solutions key to health care it success october 23 2015 rubis steve using a thematic approach to growth investing october 23 2015 kenneth d malamed making rational decisions with a consistent predictable and repeatable process october 09 2015 myers silas a massey brian l honeycutt joshua prestine jeffrey identifying blue chips through their business model returns and growth rate october 09 2015 kalra sonu generation and technology changes behind shift to an unbundled tv world october 09 2015 yong amy finding growth opportunities in e commerce services and digital media september 25 2015 argento mark data center space in a sweet spot of growth september 11 2015 conventional supermarkets perform well due to product quality evolution august 16 2015 finding opportunities in consistent secular growth companies august 10 2015 e commerce decimates retailers online profits august 06 2015 investments with disruptive innovations and growth above 15 july 21 2015 selectivity key to investing in the for profit postsecondary market july 21 2015 changes in transportation space driven by retail trends july 16 2015 providing good risk adjusted returns through a concentrated real estate fund june 30 2015 heightened m a positively impacts asset light transportation space june 24 2015 providing liquidity transparency and an alternative return stream may 28 2015 differentiated technology market opportunity key to applications and analytics stocks may 20 2015 shift to fee for value in health care to challenge legacy hcit vendors april 17 2015 investing in cash generating media and leisure companies february 18 2015 another outperforming year expected for restaurant stocks february 05 2015 identifying growth companies in a high valuation restaurant space february 04 2015 employing a research driven strategy to invest long term december 02 2014 constructing a benchmark agnostic emerging markets portfolio october 28 2014 media companies focus on market segmentation and redefining bundles october 24 2014 growing domestic birth rate suggests brighter future for toys october 22 2014 teleheath and analytics development open opportunities in digital health care space october 09 2014 legacy industries increasingly adopt internet of things trend october 06 2014 innovation in cdn and security segments of internet services space september 16 2014 migration of advertising online drives growth in internet and new media space september 10 2014 integration of brick and mortar and e commerce significant to retail success august 12 2014 cloud computing big data and cybersecurity trends set the stage for massive m a may 30 2014 achieving attractive returns over the long run regardless of stock market performance may 27 2014 long term investing with a margin of safety may 22 2014 data rich internet companies target consumers across screens may 05 2014 a long short strategy focused on small cap consumer growth may 05 2014 investing in consistent companies at the right price april 21 2014 finding unrecognized growth potential in small caps february 21 2014 investing in durable secular growth themes february 14 2014 restaurants push value to attract customers post recession february 13 2014 bottom up fundamental investing overweight in technology february 11 2014 increase in data storage spending led by asia pacific february 06 2014 network dense colocation s high barriers to entry translate into better outlook january 29 2014 positive fundamental trends in data hosting and data centers january 29 2014 a large cap growth strategy focused on capital appreciation and income january 28 2014 diversifying a portfolio with closed end mutual funds december 31 2013 a diversified large cap strategy with a focus in earnings november 07 2013 board game businesses stable with growth of supplementary formats october 22 2013 media companies encounter successes and disruptions from the digital transition october 21 2013 nonadvertising revenue streams grow for media companies october 21 2013 entertainment companies driven by advertising market and the impact of digital october 10 2013 a customized investment strategy focused on growth companies october 01 2013 network telecom and cloud providers drive data center demand september 24 2013 growth in fundamental data demand and the rise of the public cloud august 28 2013 higher end retail outperforms the lower end august 23 2013 an increase in cloud services spending as enterprises manage data growth august 23 2013 positive high level secular drivers for data centers august 22 2013 active investing in innovative companies july 25 2013 finding value among small and mid cap companies july 10 2013 investing in technology mobile security and big data june 21 2013 investing in health cloud computing and mobile april 26 2013 cloud computing a positive driver for data center companies april 25 2013 strong secular growth for wireless devices and applications april 23 2013 internet giants continue outperforming smaller competitors april 19 2013 a nimble approach to investing in economic themes february 27 2013 long term contrarian value investing february 26 2013 bottom up value investing in catalysts and merger arbitrages february 19 2013 a consistent bottom up inve...