Video Library

We invite you to explore our videos that offer timely market outlook and investment perspectives from the portfolio management teams.

Homestead’s Quality Value Approach

Our quality value approach to investing isn’t just about picking good companies; it’s also about helping preserve capital when it matters. Rob Dunphy, Head of Intermediary Distribution, discusses how this framework has consistently delivered results.


Portfolio Manager Insights

Our portfolio management professionals present their market review and outlook.

Continued Market Uncertainty Post-Tariff Announcements: Fixed-Income & Equity Insights
(April 2025)
Why Is There So Much Uncertainty in the Markets?
(March 2025)
The Federal Reserve Pivots
(September 2024)

A Long Legacy of Money Management

We operate as an investment services company that focuses on the financial success of our investors, not just on our profits — which Homestead Advisers, the investment manager for Homestead Funds, passes on to NRECA to support the invaluable work and mission of rural electric cooperatives and their employees.

Homestead Funds:
We’re Wired Differently
Homestead Advisers’ Approach to Value Investing
Why We Believe Small Stocks
Deserve a Place in Your Portfolio
The information on this website is intended only for U.S. institutional investors and should not be relied upon by retail investors or any other persons who are not Financial Professionals or Institutional Investors in the U.S.