Finding overlooked opportunities in the health care space lately has required looking beyond the usual suspects. Equity Analyst Andrew Hatem reviews where we’re finding value.

The secular trends propelling today’s content providers have created some clear winners—but few high-quality, undervalued opportunities. Equity Analyst Paul Donovan discusses how we’re tapping into the ongoing shift in viewing behavior.

Burgeoning investment in artificial intelligence has sent certain segments of the tech sector to some lofty valuations in 2025. Equity Analyst Scott Burgess talks about how we’re harnessing the trend while still adhering to our Three Circle approach.