Equity Income Investing: A Sector by Sector Deep Dive

Presentations

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Equity Income Investing: "Bird in Hand vs. Two in the Bush"

Senior Vice President & Portfolio Manager
Vice President & Senior Portfolio Manager



Infrastructure: Sustainable Secular Growth

Vice President & Portfolio Manager



Q & A Session

Oscar Belaiche, Jason Gibbs, Yassen Dimitrov, Nick Stogdill, Frank Latshaw, Ryan Nicholl and David Cho



Technology: Finding Quality Among the Trends

Robertson Velez
Portfolio Manager



Q & A Session

Tarun Joshi, Robertson Velez and Steven Hall



Real Estate Outlook: Rates vs. Recovery

Vice President & Portfolio Manager



Q & A Session

Jennifer Stevenson, Scott Reid and Tom Dicker

Financials: More Than Rates

Yassen Dimitrov
Vice President & Portfolio Manager
Portfolio Manager



Covid Spotlights the Health Care Sector

Portfolio Manager
Senior Analyst



Industrials: Opportunities Through Electrification and Automation

Associate Portfolio Manager



Consumer: Revenge Spending

Portfolio Manager



Energy Transition: Practical Considerations for Portfolio Construction

Vice President & Portfolio Manager
Senior Portfolio Analyst

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