November Investment Comments
It remains a narrow market led by AI-related names. Despite the S&P 500 trading near all-time highs, the median stock is down by a mid-teens perce...
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October Investment Comments
The news cycle returned to concerns about AI running amok, as a group of prominent researchers and executives highlighted the speed at which the techn...
What does it mean to be Chairman?
As you know by now the retirement of our long-time President, Scott Horsburgh, has reshuffled the management deck at Provident with me landing the Cha...
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