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The Spotlight Newsletter


To Rotate or Not to Rotate; That is the Question…

September 21, 2021

Throughout this market cycle, nearly all investors have asked themselves this question regarding growth and value…likely too many times to count.


  • Risks Remain on the Road to Recovery

    Investing has many parallels to dieting. While junk food may taste delicious in the moment...
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  • Moonshot Innovators: Out with the Old, In with the New.

    The S&P Kensho Moonshots index underwent its annual reconstitution on June 18th.
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