As we conclude the first half of 2024, the “higher for longer” interest rate environment continues to stifle U.S. small-cap equities. Brian Manby outlines the challenges faced by U.S. small-cap equities in a higher interest rate environment and the potential benefits of investing in high-quality small-cap companies.
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Equity market corrections always feel unexpected. Christopher Gannatti highlights our dividend-focused equity strategies and emphasizes the importance of dividends for defensive investing.
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Dividend-growth ETFs are a popular choice for investors seeking companies that consistently raise their dividends over time. Christopher Gannatti compares five of the largest ETFs in this ecosystem, including our own U.S. Quality Dividend Growth Fund (DGRW).
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The Nasdaq 100 Index has delivered incredibly strong performance since the global financial crisis of 2008–09. Christopher Gannatti reviews the performance of our U.S. Quality Growth Fund and U.S. Quality Dividend Growth Fund compared to the Invesco QQQ Trust Series 1 (QQQ), which tracks the returns of the Nasdaq 100.
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Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading.
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The S&P 500 soared in 2023, thanks to the stellar performance of the Magnificent Seven. But there was a Fund that quietly beat the Index over the past two years. Matt Wagner outlines how the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) delivered high returns and why it should be part of investors’ core portfolios.
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