Insights

Fans of cheaper equities that pay higher dividends can rejoice. Based on their forward price-to-book ratios, value shares globally are trading in the lowest price-to-book ratio zone relative to growth stocks since at least 2004, according to data compiled by Bloomberg.

Forbes interviewed Jim Brilliant on June 22, 2018 about our belief that oil prices are going higher and the opportunities that we see in energy.

Century Management posted a report that discusses its latest thoughts on oil.

On January 12, 2018, MarketWatch interviewed Jim Brilliant for his thoughts on whether the shrinking gap between high-yield bonds and Treasuries is typically a warning of bad times ahead. Jim believes it's different this time.

“As a total return bond fund, we have the flexibility to invest in treasuries and corporates and we can invest in any maturity or any credit quality. By having this flexibility, it allows us to move up and down the yield curve and then be opportunistic when credit spreads widen.”