Insights

Changes at the Fed: A Focus on Monetary Policy

West core Funds’ Fixed Income team discusses implications of the Fed’s monetary policy and what changes we should expect from the recently announced Fed Chair.

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Understanding Dividend-Paying Stocks

Portfolio Manager Lisa Ramirez explains some of the benefits of dividend paying stocks and why investors tend to overlook them.

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High Quality Junk Bonds – An Oxymoron or Opportunity?

Portfolio Manager Troy Johnson discusses the benefits of investing in higher-quality high yield bonds.

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The Hidden Gem of Dividend Investing

Portfolio Managers Derek Anguilm and Lisa Ramirez share why dividend-paying stocks have the potential to enhance a portfolio’s overall risk/return profile.

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Opportunities for Income and Total Return

The Value Investment Team shares its thoughts on the benefits of Global Dividend Investing.

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Benefits of BB Bonds

Troy Johnson, Director of Fixed Income Research, shares with Financial Advisor IQ why a focus on BB credits (as rated by S&P) has the potential to achieve an attractive high-yield return with limited volatility.

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Opportunities in Fixed Income

Director of Fixed Income Research Troy Johnson discusses how the fixed income landscape is changing as the Fed raises rates and what opportunities he’s seeing as a result.

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Cars, Colleges and Corporations

Portfolio Manager Darren Hewitson examines lending “bubbles” and their potential impact on the market.

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Micro-Caps: Small Companies with Big Opportunities

The investment team shares its thoughts on why micro-cap stocks present a unique opportunity to long-term investors.

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Six Reasons to Consider Dividend Paying Stocks

Research shows that dividend-paying small- and mid-cap stocks have historically delivered higher returns with lower risk profiles.

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Dividend Investing in the Trump Era: Dispelling Three Misconceptions

Why dividend-paying stocks have a place in any well-diversified portfolio.

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Preserving Capital While Growing Income Over Time

Read Portfolio Manager Alex Ruehle’s interview with The Wall Street Transcript on the benefits of Global Dividend Investing.

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Dividend-Payers: An All Market Strategy

Portfolio Manager Lisa Ramirez discusses how dividend-paying stocks allow investors to participate in up markets while preserving capital in down markets.

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Past performance is no guarantee of future results.

An investor should consider investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. To obtain a prospectus, which contains this and other important information about the Fund(s), please call 1-800-392-CORE (2673) or visit us online at www.westcore.com. Please read the prospectus carefully before investing.

The information contained herein is for informational purposes only without regard to any particular users investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to investors residing outside the United States. The investment process used by Denver Investments may not achieve the desired results. The Bloomberg Barclays U.S. Aggregate Bond Index is a fixed income, market-value-weighted index generally representative of investment grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities with maturities of at least one year.

Ratings shown are assigned by one or more Nationally Recognized Statistical Rating Organizations (NRSRO), such as Standard & Poor’s, and typically range from AAA (highest) to D (lowest). When ratings from two NRSROs are available, the lowest rating is used. For more information regarding rating methodologies for S&P visit www.standardandpoors.com and for Moody’s visit www.moodys.com.

CFA is a trademark owned by CFA Institute.

Westcore Funds are distributed by ALPS Distributors, Inc.

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