CIO Cameron Dawson is maintaining a focus on quality, especially with large-cap high-quality biotech equities.

Co-CIO Andrew Krei likes higher quality fixed income, venture capital and private equity, while avoiding AI.

Investment Research Analyst Nick Smith likes Japan and expanding the firm's levels of interest rate risk.

Vice President of Portfolio Consulting Gary Quinzel likes large-cap developed international equities, value stocks and is implementing a barbell strategy for both U.S. Treasuries and municipal bonds.

CIO Donald Calcagni likes non-U.S. equities, value stocks and private credit.