Core Equity Portfolio Changes

The level of cash within the Core Equity composite is a direct function of valuation. ¬†As companies within the portfolio approach or exceed our current estimate of fair value, we reduce or eliminate the position. Ideally, there are existing opportunities within the current portfolio to recycle that capital or add new capital to existing positions. … Read more

McCormick & Company (MKC)

McCormick & Company manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavorful products to retail outlets, food manufacturers, and food service businesses. It operates in two segments, Consumer and Industrial. McCormick & Company was founded in 1889 and is headquartered in Sparks, Maryland. Spices and herbs typically account for a small percentage of … Read more