U.S. Equity Fund Overweights Big Banks on Valuation, Dividend Strength Gary Bradshaw ...

To start, what would you want readers to know about Fort Washington’s overall business and your general approach to investment management? Mr. Kummer: Fort Washington is a wholly owned subsidiary of ...

Let’s start with an introduction to Torray. Tell our readers a bit about the firm’s history and its business today. Mr. Lent: It’s somewhat convoluted, but it’s quite a special outcome. Torray the ...

TWST: Let’s dive right into the Calamos Growth and Income Fund (CVTRX), which is what we are focusing on today. Give us an overview of the fund, its strategy and portfolio, and anything that ...

Would you describe Campbell Newman’s approach or philosophy to investing? Mr. Ellis: When it comes to our dividend growth strategy, our investment philosophy is that a company’s dividend policy is ...

Tariff beating stocks may be the best bets for investment for the rest of 2025, here are three from Morningstar Analyst Nicolas Owens ...

The Trump Tariffs are the largest single market dislocation since China joined the World Trade Organization. Chris Snyder, CFA, is a Research Analyst and Executive Director at Morgan Stanley ...

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Since you last spoke with The Wall Street Transcript in 2022, your company has gone through some significant changes, including a name change. Can you fill us in on those changes? Richard Warzala: The ...

I know you’ve spoken with The Wall Street Transcript in the past, but for readers who are not familiar, please give us a brief overview of Seaport Research Partners and the sectors and subsectors you ...

Please outline your coverage with a focus on any recent changes, additions to your subsectors, or even names that are most in focus now? Mr. Owens: I cover commercial aerospace, defense contractors, ...

Please give us a brief overview of the sectors and any subsectors you cover. Mr. Snyder: I cover U.S. multi-industry here at Morgan Stanley. All of the industrial verticals roll up into my coverage.