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Large Cap Value Equity Webcast: 1st Quarter 2021

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1.  

00:00 

Introduction

2.  

00:18 

Performance Overview

3.  

01:15 

What Were the Drivers and the Changes within the Portfolio during the Quarter?

4.  

03:24 

What Are Your Thoughts on the Market and the Environment for Value Stocks?

5.  

05:11 

What Is the Outlook for Economic Growth in the U.S. vs. the Rest of the World As We Exit the Pandemic?

6.  

06:07 

Final Thoughts