Thought Leadership

Gain insight into the Perkins research process and see where the team is finding high-quality, undervalued stocks with favorable risk/reward characteristics.

CIO Outlook: Staying Levelheaded in a Heady Market

CIO Outlook

Staying Levelheaded in a Heady Market

05/16/2018

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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Whitepaper: The Case for Small- and Midcap Value Stocks

INVESTMENT INSIGHTS

The Case for Small- and Midcap Value Stocks

05/09/2018

Read why the portfolio managers at Perkins believe that now is the time to consider defensive value strategies, especially within the small- and midcap space.

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CIO Outlook: Off The Beaten Path

CIO Outlook

Off The Beaten Path

02/12/2018

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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CIO Outlook: You Don't Know How It Feels

CIO Outlook

You Don’t Know How It Feels

11/07/2017

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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CIO Outlook: Flu Season, Prevention and Defensive Investing

CIO Outlook

The Zigzag Portfolio

08/30/2017

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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CIO Outlook: Flu Season, Prevention and Defensive Investing

CIO Outlook

Imagine the Possibilities

06/12/2017

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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CIO Outlook: Flu Season, Prevention and Defensive Investing

CIO Outlook

Parlay Betting: For Amusement Only

02/15/2017

It can be fun to dream a little now and then, but your portfolio is a serious matter. Read why Perkins Chief Investment Officer Greg Kolb believes caution may be warranted in his quarterly equity outlook.

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Whitepaper: Beware of Value Traps

Investment Insights

Beware: Value Traps Lurking

09/30/2016

Learn about five “classic” value traps and methods to help avoid them from the Perkins Investment Team.

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