Welcome to our Commentary & Insight page — a resource for thoughtful perspectives on value investing, market behavior, and company research. Here you’ll find original papers, portfolio commentary, interviews, and firm updates, all designed to keep investors informed about our strategy, outlook, and the thinking behind our decisions.
To access the Funds’ prospectus click here. Please read the prospectus carefully before investing.
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Different Perspectives on Investment Performance: International Value Fund
An historical perspective concerning the year-by-year variability of investment returns for the International Value Fund.
COMMENTARY
Q2
2025
ANNUAL
2025
STATEMENTS
COMMENTARY
Q1
2025
ANNUAL
2025
LETTER
SEMI-ANNUAL
2024
STATEMENTS
COMMENTARY
Q4
2024
COMMENTARY
Q3
2024
The Dichotomy Between US and Non-US Returns
Examining long-term results of the S&P 500 and MSCI EAFE Indexes.
Currency Hedging Simplified
A streamlined explanation about how currency hedging works to reduce foreign currency risk.