Video Library

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

Economic Update: The Federal Reserve Pivots

September 2024: Head of fixed-income investments, Mauricio Agudelo, and head of equity investments, Jim Polk, offer their perspective on the Federal Reserve’s recent rate cut.


Portfolio Manager Insights

Our portfolio management professionals present their market review and outlook.

The Federal Reserve Pivots
(September 2024)
Fed Meeting Recap
(June 2024)
Three Reasons We Believe
Small-Company Stocks Are
Especially Compelling Now
(November 2023)

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.

History and Purpose
Make Us Different
Quality-Focused Approach to
Value Investing
Our Approach to Investing in
Small-Company Stocks

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.