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John Porter III
Chief investment Officer
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Blog

The Return of Small Caps and IPOs

Could small-cap and IPO markets be poised for a comeback?

September 19, 2024 John Porter III George Saffaye Meghan Bruni
Blog

Small and SMID Caps: Risks and Opportunities

Unlocking opportunities: Are small and SMID caps primed for market leadership?

June 17, 2024 John Porter III George Saffaye
Blog

SMID Cap: A Coiled Spring?

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

June 03, 2024 John Porter III George Saffaye
Blog

Global Equities: Our Outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

December 23, 2022 John Porter III
Blog

Seeking Differentiated Returns in Volatile Markets

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

September 07, 2022 John Porter III
Blog

The Nature of Drawdown

A perspective on the nature of drawdown as an inevitable element of long-term investing.

July 21, 2022 John Porter III
Blog

Global Equities: Navigating a Volatile Backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

June 06, 2022 John Porter III
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