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Insights & Manager Commentary

by Craig Love, on May 26, 2022

Brookmont Dividend Growth Portfolio Commentary In terms of market timing, current levels do certainly provide an attractive entry point. Expectations for market-level EPS growth have decreased YTD, however, the decline …

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Topics:Manager Commentary

by Craig Love, on May 23, 2022

Kensington Brief: The Importance of Limiting Drawdowns As noted in our April 2022 Monthly Market Commentary, the S&P 500 is off to its worst four-month start to a calendar year for …

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Topics:Manager Commentary