The Polen Focus Growth Composite Portfolio outperformed the Index, returning 4.46% (net of fees) for the quarter. Read more ...

In Q3 2026, we initiated new positions in Adyen, ASML, Quanta Services, and Seagate Technology, while selling MSCI and Rollins. Read more here.

BP delivered rapid deleveraging, aided by war-driven crude price spikes, but the upside is now capped at current valuations.

The Invesco S&P 500 Equal Weight Industrials ETF offers lower company-specific risk and better value than the cap-weighted ...

TSMC Q3 revenue jumped 41% and beat estimates as AI chip demand stays strong, with Q4 guidance above consensus.

Energy led returns as supply constraints supported prices. Gains spanned four of five commodity sectors. Energy drove Q3 2026 ...

I initiate coverage of SentinelOne with a Strong Buy rating and a $34 price target, reflecting 36% upside potential. S is ...

S&P 500 at a turning point: learn why an 18–20% correction is likely amid stagflation, Fed paralysis, and debt risks.

Village Farms International (VFF) stock remains a "Buy" despite recent share price underperformance and near-term ...

PIMCO Multisector Bond Active ETF is rated 'Hold' due to rising Treasury yields and widening credit spreads, despite a 6.6% ...

WisdomTree Inc. is rated BUY, driven by robust AUM growth from net inflows and positive market performance. Read more on WT ...

Granite Construction stays a Buy with a $159 FY27 target on faster EBITDA growth and a $7.4B backlog. Learn more about GVA ...