All posts tagged Portfolio Management

Denis Taillefer, CFA

Portfolio Manager

August 26, 2021

The transition to Electric Vehicles (EVs) seems to be gaining more traction. How can an investor play this long secular trend?
Denis Taillefer, CFA

Portfolio Manager

August 24, 2021

How significant will the Telecommunications 5G rollout be?
Denis Taillefer, CFA

Portfolio Manager

August 20, 2021

If an individual wanted to actively manage their investment portfolio, what would be the #1 piece of advice you would them?
Denis Taillefer, CFA

Portfolio Manager

July 9, 2021

ESG has become a major focal point for most investors. Do you see any challenges to ESG investing?
Denis Taillefer, CFA

Portfolio Manager

June 24, 2021

When you are looking to invest in a company, how important or how much emphasis do you put on the quality of the management team?

The company referenced is not a currently held investment and should not be considered as a recommendation to buy or sell.
Thomas S. Caldwell, C.M.

Chairman

May 19, 2021

We’re seeing a shift in markets. What does this rotation mean?

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