Insights
Videos:
Market Insights:
-
Merger Arbitrage Commentary – July 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
Download PDF -
Investment Insights: Value Creators – U.S. Large & Mid Cap
Author: Kevin Fogarty, CFA, Portfolio Manager and Senior Equity Analyst
What are the key pillars of the Value Creators strategy and how do they differentiate the portfolios in today’s competitive market for US-focused funds?...
Download PDF -
Merger Arbitrage Commentary – June 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy....
Download PDF -
Global Equities Market Review and Outlook – July 2022
Author: Lode Devlaminck, Managing Director, Equities
We are selectively adding to more defensive areas like health care and using volatility to pick up high quality companies with unique market positions....
Download PDF -
Global Market Positioning – July 2022
Author: Valerie J. Sill, CFA, CAIA, Lode Devlaminck, and Kris A. Kowal, PhD, CFA
Real-time insight on how DuPont Capital has positioned its portfolios as a function of key factors driving the markets....
Download PDF -
2Q22 Fixed Income Review and Outlook
Author: Mark Foust, Director and Senior Portfolio Specialist
Bad to the Bone....
Download PDF -
Emerging Markets Debt Country Analytics – July 2022
Author: Yong Zhu, Senior Portfolio Manager
Real-time insight on how DuPont Capital has positioned its portfolios as a function of key factors driving the market....
Download PDF -
Merger Arbitrage Commentary – May 2022
Author: Harris Arch, CFA, Portfolio Manager, Merger Arbitrage & Senior Analyst, Global Equities and Dan Moore, CFA, Portfolio Manager, Merger Arbitrage, and Senior Credit Analyst
If you would like to speak to us in more detail, please reach out and we would be happy to provide more detail on our strategy...
Download PDF