Portfolio
Emerging Markets Strategy: Q4 2025 Review & Attribution
EM equities outperformed across 2025; attribution, sector/country allocation, contributors/detractors, and positioning focused on AI-related semis and resilient consumption. View PDF
Portfolio
Portfolio
Templeton China Fund: May 2024 Monthly Commentary
China equities monthly review: policy support, sector drivers, key contributors/detractors, and outlook on earnings recovery with pro-growth measures. View PDF
Portfolio
Adams Diversified Equity Fund: 2023 Annual Report Highlights
CEO letter and 2023 recap; NAV total return 27.5%, market price 31.2%; sector drivers, distribution policy, portfolio highlights, and financials. View PDF
Portfolio
Commercial Real Estate Outlook: There’s a Storm on the Horizon (Sept 2023)
CRE ‘hurricane’ thesis: higher rates, maturity wall, bank pullback and office stress; opportunities for nonbank lenders and preference for newer-vintage multifamily. View PDF/html <div class="pdf-embed"> <iframe src="[[replace-with-pdf-url]]" style="width:100%; height:80vh; border:1px solid #