• Portfolio Drivers: Consumer Discretionary and Industrials
    Fund Commentary
    Cornerstone Mid Cap 30 Fund

    Portfolio Drivers: Consumer Discretionary and Industrials

    Neil J. Hennessy
    Neil J. Hennessy
    Chief Market Strategist and Portfolio Manager
    Ryan C. Kelley
    Ryan C. Kelley, CFA
    Chief Investment Officer and Portfolio Manager
    L. Joshua Wein, CAIA
    L. Joshua Wein, CAIA
    Portfolio Manager

    Cornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight the recent change in market cap range of potential investments.

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  • AST SpaceMobile: Transforming How the World Connects
    Company Spotlight
    Focus Fund

    AST SpaceMobile: Transforming How the World Connects

    David Rainey
    David Rainey, CFA
    Co-Portfolio Manager
    Brian Macauley
    Brian Macauley, CFA
    Co-Portfolio Manager
    Ira Rothberg
    Ira Rothberg, CFA
    Co-Portfolio Manager

    AST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.

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  • Improving Capital Efficiency, Governance Reform, and Global Competitiveness
    Fund Commentary
    Japan Fund

    Improving Capital Efficiency, Governance Reform, and Global Competitiveness

    Masakazu Takeda
    Masakazu Takeda, CFA, CMA
    Portfolio Manager
    Angus Lee
    Angus Lee, CFA
    Portfolio Manager

    In the following commentary, the Portfolio Managers emphasize that market performance is being driven by fundamentals, with improved governance, disciplined capital allocation, and a constructive long-term outlook despite near-term volatility.

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