Recent Blog Posts

Quarterly Commentary

Samantha McLemore | 07/11/24

“It was the best of times, it was the worst of times…”

Samantha McLemore discusses the second quarter of 2024, and her views moving forward.

Quarterly Investment Review

Christina Siegel Malbon | 07/10/24

2Q24 Quarterly Investment Review

Christina Malbon, CFA reviews the strategy and changes in the second quarter of 2024.

Weekly Performance Review

Finn McGinnis | 07/09/24

Opportunity Equity Strategy Update for 6/28/2024 - 7/5/2024

Tech Names Reach All-Time Highs while OneMain Falls on Weakening Branch Traffic