Commentary - June 2025 Cromwell CenterSquare Real Estate Fund
Portfolio Manager Eric Rothman discusses REIT subsector performance, the interest rate environment, REIT initial public offerings (IPOs), and his outlook for real estate.
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Commentary - June 2025 Cromwell Foresight Global Infrastructure Fund
Portfolio Manager Eric Bright discusses infrastructure outperformance, institutional buyer interest, a recent addition to the portfolio, the Fund’s composition, and the investment outlook for the remainder of 2025.
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Commentary - June 2025 Cromwell Greenspring Mid Cap Fund
The Portfolio Managers discuss their risk-minded approach, explain why they believe the Fund’s holdings are well positioned for volatile markets, and highlight a top- and bottom-performing holding during the first half of 2025.
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Commentary - June 2025 Cromwell Long Short Fund
In the following commentary, the Portfolio Managers discuss the return and risk metrics of the Fund compared to its benchmark Index and the overall market, an example of a long and short position, and where they see opportunity ahead.
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Commentary - June 2025 Cromwell Tran Focus Fund
Portfolio Managers Quoc Tran and Michael Im, CFA, discuss their three-step process during periods of heightened market volatility, a new holding in the Fund, and current investment themes.
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Commentary - March 2025 Cromwell CenterSquare Real Estate Fund
Portfolio Manager Eric Rothman summarizes his thoughts on REITs’ outperformance compared to the overall market in the first few months of the year and what could drive a continued rally. He also discusses the Fund’s potential advantages.
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Commentary - March 2025 Cromwell Foresight Global Infrastructure Fund
Portfolio Manager Eric Bright discusses the positive year-to-date performance on global infrastructure companies, where the portfolio is currently invested, and the importance of repowering renewable energy projects.
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Commentary - March 2025 Cromwell Greenspring Mid Cap Fund
The Portfolio Managers discuss how the Fund’s holdings are less exposed to tariff-related disruptions, the advantage of active management in a volatile market, and the Fund’s favorable risk/return compared to the Russell Midcap Index.
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Commentary - March 2025 Cromwell Long Short Fund
In the following commentary, the Portfolio Managers discuss the market volatility in the first quarter of 2025, their risk management process, and two new portfolio holdings.
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Commentary - March 2025 Cromwell Tran Focus Fund
Portfolio Managers Quoc Tran and Michael Im, CFA, summarize he equity market at the beginning of 2025, how market volatility creates investment opportunity, and their outlook going forward.
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Commentary - December 2024 Cromwell CenterSquare Real Estate Fund
Portfolio Manager Eric Rothman summarizes his thoughts on REITs and interest rates, how the Fund is currently positioned, and the growth of data centers.
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Commentary - December 2024 Cromwell Foresight Global Infrastructure Fund
Portfolio Manager Eric Bright discusses how the Fund is invested as we begin 2025, new areas of portfolio interest, and why investors should consider adding infrastructure stocks to their diversified portfolio.
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Commentary - December 2024 Cromwell Greenspring Mid Cap Fund
The Portfolio Managers discuss the Fund’s performance in 2024, heir “investing for the long term” mentality, an investment case for a newer holding, and a look ahead for mid-cap investors.
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Commentary - December 2024 Cromwell Long Short Fund
In the commentary, the Portfolio Managers discuss the Fund’s current positioning, the attractiveness of mid-cap companies, and how the new presidential administration’s policies could impact certain industries.
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Commentary - September 2024 Cromwell CenterSquare Real Estate Fund
Portfolio Manager Eric Rothman discusses the quiet performance advance of real estate investment trusts (REITs), how rate cuts have been a catalyst for REIT performance and institutional investors’ interest in real estate.
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Commentary - September 2024 Cromwell Foresight Global Infrastructure Fund
Portfolio Manager Eric Bright covers his case for infrastructure companies in a lower rate environment, opportunities in infrastructure companies, and the impact of artificial intelligence technology on data centers and energy demand.
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Commentary - September 2024 Cromwell Greenspring Mid Cap Fund
The Fund’s Portfolio Managers discuss mid-cap outperformance and relative valuation, the potential effect of interest rate cuts on the portfolio companies, and their evaluation of cash deployment strategies.
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Commentary - September 2024 Cromwell Long Short Fund
In the commentary, the Portfolio Managers discuss the Fund’s current positioning, where they are finding long opportunities, and how the portfolio has embraced a lower-risk approach.
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Commentary - September 2024 Cromwell Tran Focus Fund
Portfolio Managers Quoc Tran and Michael Im, CFA, provide their perspective on the direction of the market given the recent interest rate cuts, opportunities they’re finding, and their thoughts on the semi-conductor industry.
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Commentary - September 2024 Cromwell Balanced Fund
The Fund’s Portfolio Managers discuss the equity and fixed income markets, including anticipated interest rate decreases and how the portfolio is positioned to capture appreciation.
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Commentary - June 2024 Cromwell CenterSquare Real Estate Fund
Portfolio Manager Eric Rothman of the Cromwell CenterSquare Real Estate Fund covers the performance of real estate investment trusts (REITs) in the first half of 2024, artificial intelligence’s impact on data centers, mergers and acquisition activity, and qualities REITs offer in a recessionary environment.
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Commentary - June 2024 Cromwell Foresight Global Infrastructure Fund
The following commentary covers the Portfolio Managers’ view of global interest rates and how management teams have adapted to the rate environment, how government policies support infrastructure assets, and current valuations of infrastructure assets.
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Commentary - June 2024 Cromwell Greenspring Mid Cap Fund
Portfolio Managers Chip Carlson, CFA and Michael Goodman, CFA discuss the Fund’s recent outperformance, the importance of ample free cash flow, and why mid-cap companies currently look attractive.
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Commentary - June 2024 Cromwell Long Short Fund
In the following commentary, the Portfolio Managers of the Cromwell Long Short Fund discuss Mutual of America Capital Management’s investment philosophy the Fund’s portfolio construction and their approach to managing risk.
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Commentary - June 2024 Cromwell Tran Focus Fund
Portfolio Managers Quoc Tran and Michael Im, CFA discuss the equity market in the first half of 2024, how the Fund could potentially benefit from the growth of artificial intelligence, and the investment case for high-quality, growth-oriented companies.
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Call Recap - December 2023 2024 Opportunities in Real Assets
On December 12, 2023, CenterSquare Investment Management’s Eric Rothman and London-based Foresight Group’s Eric Bright discussed the rare investment opportunity in high-quality REIT securities and companies that own and operate sustainable infrastructure assets. The following are highlights.
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Call Recap - July 2023 Incorporating Active ESG Share in Client Portfolios
On July 12, 2023, University of Notre Dame Assistant Professor Rafael Zambrana, Tran Capital Management’s Quoc Tran and London-based Foresight Group’s Nick Scullion discussed the concept of Active Share in ESG Investing.
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News - October 2023 Cromwell Funds Adds the Greenspring Fund to its Growing Fund Line-up
October 18, 2023 -Baltimore, MD – The Cromwell Funds, an innovative mutual fund company that commenced operations in March 2022, announced it has completed its adoption of the Greenspring Fund, expanding its growing line-up to five mutual funds.
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Video - June 2025 Why Mid-Cap Investing?
We find the mid-cap space is really a home for a lot of really high-quality companies that are available at very attractive prices. And right now, mid-caps are trading at some of their cheapest levels relative to the S&P 500 in over a decade.
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Video - September 2024 The Opportunity in Real Assets
As we head into a lower interest rate environment, we address questions we hear the most as it relates to investing in REITs and infrastructure.
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Video - June 2023 REIT Insights with Portfolio Manager Eric Rothman
REITs are required to distribute at least 90% of their taxable income to shareholders in a dividend distribution, thereby making income an important component of a REIT's total return. Dividends have historically grown as property cash flows have remained durable and resilient throughout various economic cycles.
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