Let’s start with an introduction of sorts to CS McKee — your overall business, portfolios, and investment approach — before we get into a specific fund. Mr. Thompson: At CS McKee, we’re primarily an ...

Introduce our readers to R5 Capital by telling us a bit about the business overall. Mr. Mushkin: R5 Capital is a consumer research and consulting firm. It was formed roughly five and a half years ago.

I thought a good place to start would be with you, Craig, telling our readers a bit about Icon Advisers, the company overall and what the business looks like today. It’s almost 40 years ago that you ...

Let’s start with an overview of the Global High Dividend Low Volatility Fund (NAWGX) that you manage — a high-level snapshot of what the portfolio looks like and what the key elements or ...

For our readers, let’s start with some introductory information about Phocas Financial, an overview of the firm’s history and what the business looks like today. Ms. Foreman: Phocas is an ...