It merits a High Process rating. Lead manager Eric Mollenhauer’s incremental tweaks to this portfolio since taking over in 2013 have brought the strategy’s risk profile more in line with ...

Definition: Floating stock can be defined as the total number of shares of a stock that are available for trading in an open market. It can be calculated by subtracting the sum of closely-held shares ...

Still one of the best. Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. It ...