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October 2022
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 a few fundamental drivers of the portfolio.
September 2022
CDW Corporation, a Fortune 500 company, is a value-added reseller (VAR) of information technology hardware, software, and services. We believe its scale advantages, breadth of offerings and consultative sales culture combined with a growing market and market share gains should propel attractive growth for many years to come.
August 2022
The Portfolio Managers discuss the Fund’s valuation and earnings growth relative to the overall market, their current watchlist, new holding Shenandoah Telecommunications, American Woodmark’s pricing power, and what investors should consider going forward.
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