https://www.pulleninvestment.com/commentaries daily 0.75 2026-02-08 https://www.pulleninvestment.com/commentaries/q4-january-2026 monthly 0.5 2026-02-08 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/3efc9170-1c47-450b-a9a0-57d5f814db99/Hyperscale+Money+Pits Commentaries - Q4 – January 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/c84952e5-73fe-45ad-9629-1817c1d7cea1/Total+Job+Growth Commentaries - Q4 – January 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/b7af82bd-abf6-4f04-8f8e-b10f76372d35/Bloomberg+Chart Commentaries - Q4 – January 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - 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Q3 - September 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q2-june-2024 monthly 0.5 2024-10-23 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/63601f6c-ecd0-486e-86ad-859796817db4/Screenshot+2024-07-06+at+9.25.53+AM.png Commentaries - Q2 - June 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1ba5419b-8127-43bf-97c2-2d53b697bb11/image-asset.png Commentaries - Q2 - June 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q2 - June 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q1-april-2024 monthly 0.5 2024-07-06 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/ae871d9b-38e0-4898-9c54-f5f53f1aa42f/Screenshot+2024-04-15+at+1.46.39+PM.png Commentaries - 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Q2 - July 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q1-april-2023 monthly 0.5 2023-07-17 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/06dd865c-b2ab-49e5-af12-32267f5cc5c5/image-asset.png Commentaries - Q1 - April 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/5bede808-24cf-4ebd-a3c9-b7c16c3199ae/The-Cycle-Rates-Rise-then-Claims.png Commentaries - Q1 - April 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q1 - April 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q4-january-2023 monthly 0.5 2023-04-19 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/78258c28-5606-4ee5-ac30-e6e173b63668/image-asset.png Commentaries - Q4 - January 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q4 - January 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q3-october monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/c165a087-684a-42de-94b8-f9630df6e197/Screen+Shot+2022-10-13+at+9.35.44+AM.png Commentaries - Q3 - October 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q3 - October 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/treasury-rates-september monthly 0.5 2022-10-13 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/754d0090-1cb3-409e-8295-07e9938b6c4c/Screen+Shot+2022-09-20+at+9.46.10+AM.png Commentaries - Treasury Rates - September 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Treasury Rates - September 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/smallcaps-august-2022 monthly 0.5 2022-09-20 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/467f1533-5f61-4aa0-b449-70cffc76fafa/image-asset.png Commentaries - Small Caps – August 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/136616e7-5d9f-4fac-a427-ea52dc9e8a0a/image-asset.png Commentaries - Small Caps – August 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Small Caps – August 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/q2-june-2022 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q2 – June 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/june-2022 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/98e7326e-58ad-497b-8751-c0eba73ac3e6/Screen+Shot+2022-04-12+at+9.23.35+PM.png Commentaries - Q1 – April 2022 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q1 – April 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/january-2022 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/792753f4-e6d5-4ddb-8ce9-dc88e3755d10/image-asset.png Commentaries - Q4 – January 2022 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q4 – January 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/december-commentary monthly 0.5 2022-01-12 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/a17af158-1687-40d4-8386-24243ae3af42/Screen+Shot+2021-12-16+at+6.44.47+PM.png Commentaries - Market Commentary - December 2021 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Market Commentary - December 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/october-q3 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1634086714822-3Z9I640F9Z3V469VJ6QW/October+Q3+Inflation+Index Commentaries - Q3 - October 2021 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q3 - October 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/july-q2-2021 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401876281-LNHMJRDVQ4SVKLVOVTMT/Screen+Shot+2021-07-15+at+10.17.47+PM.png Commentaries - Q2 - July 2021 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q2 - July 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/april-q1-2021 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401632565-I6W0OKCC21HJGDL9ZY5L/Screen+Shot+2021-07-15+at+10.13.42+PM.png Commentaries - Q1 - April 2021 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q1 - April 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/commodities-february-2021 monthly 0.5 2022-08-21 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/e22ce5eb-5d60-4d1d-89cb-2073ba801ff8/Screen+Shot+2021-11-15+at+9.34.47+PM.png Commentaries - Commodities – February 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/7b274d0b-c20d-4d97-95ae-fe62384ad383/Screen+Shot+2021-11-15+at+9.37.35+PM.png Commentaries - Commodities – February 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/8fe936a2-ed9b-4b45-a4c2-d43e921e77e8/Screen+Shot+2021-11-15+at+9.38.43+PM.png Commentaries - Commodities – February 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/c9334837-df94-4df7-b4f6-baa5e917fc5c/Screen+Shot+2021-11-15+at+9.39.29+PM.png Commentaries - Commodities – February 2021 - Make it stand out Source: FactSet Research, Stifel, Gavekal Research https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Commodities – February 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/commentaries/january-q4-2021 monthly 0.5 2023-08-28 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401509125-8TJ8O5BN8W8BTUPVTFHI/Screen+Shot+2021-07-15+at+10.11.33+PM.png Commentaries - Q4 - January 2021 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1626401543242-U7CWM0D1O7A7YAQFG89X/Screen+Shot+2021-07-15+at+10.12.14+PM.png Commentaries - Q4 - January 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pulleninvestment.com/home daily 1.0 2026-01-30 https://www.pulleninvestment.com/services daily 0.75 2020-11-19 https://www.pulleninvestment.com/philosophy-approach daily 0.75 2020-11-23 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1604602046694-GCE68SE128ISG9KVKNVZ/scott-graham-5fNmWej4tAA-unsplash.jpg Philosophy & Approach - Our investment philosophy is based on two principles: Quality + Value Quality: We favor companies with definable strengths, sustainable profitability, and the ability to grow their cash flow. These attributes carry on after cycles turn and catalysts pass. Catalysts that Unlock Value: We look for stocks trading below their fair value, which lowers the odds of us over paying for higher-quality companies. Additionally, we place a high priority on defining catalysts that will unlock this value. This discipline increases the odds of actually realizing the value we find. https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1604602085647-JVCV8GR22LO3FDLN6KII/image-asset.jpeg Philosophy & Approach - Our Approach to Investing We are contrarian in that we look for stocks or parts of the market that are currently out of favor or where perceptions are wrong. Many times, these are the places where our best opportunities are found. Since there are no guarantees in investments, we demand a meaningful margin of safety when we consider a new stock for the portfolios. Investment research takes discipline, time and hard work. We read filings, talk with company management, and monitor companies’ competitors. If it was easy, everyone could do it or the opportunity would not exist. If we cannot reasonably assess the company’s value, or if the upside potential is simply not there, it does not qualify as a good investment idea despite how interesting the company might be. https://www.pulleninvestment.com/meet-the-team daily 0.75 2026-01-30 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/46ea1352-49be-4535-8b1a-23e614107391/DSC_2776.jpg Meet the Team - Portfolio Manager Tyler Pullen, CFA Tyler J. Pullen has direct responsibility for the management of the investment portfolios at PIM. He has spent his career managing portfolios for both individuals and institutions. Tyler was the Chief Equity Officer at National Investment Services, an institutionally-focused asset manager from 2014 through 2020. He served as the head of the firm’s equity investment committee and was the lead portfolio manager for the equity strategies. Prior to joining NIS, Tyler held numerous positions at Wood Asset Management since his start with the firm in 2002. Tyler holds a B.B.A. in finance from Stetson University. He is a CFA charterholder. No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. Email: tylerpullen@pulleninvest.com https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/1607723039541-4FY3KMO54E2NDA5XYLUV/Colleen+F.+Kenefick Meet the Team - Director of Operations Colleen F. Kenefick Colleen Kenefick serves as the Director of Operations and oversees client service and operational functions at the firm. She joined Wood Asset Management in 2002, which later became National Investment Services. Prior to joining Wood, Colleen was a registered client associate at Merrill Lynch. She began her career at SunTrust Capital Management. Colleen holds a B.S. and M.B.A. in Finance from Salve Regina University. Email: colleenkenefick@pulleninvest.com https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/f1a917dc-9ab5-4bc2-9e20-276750de10e2/DSC_2712.jpg Meet the Team - Investment Advisor Allen Butler Allen is a principal of PIM and a lifelong resident of Manatee County. He was an owner and Chief Investment Officer of Butler Investment Management from 2010 until its merger with PIM in 2023. Allen continues in his role as an investment advisor at PIM. Prior to his career in investment management, Allen was owner and President of H. Butler Footwear, Inc. until its sale to Bealls Department Stores in 1998. His retail career spanned over thirty years. Allen was a founding director of The First National Bank of Manatee and a founding trustee of the Kiwanis Foundation and the Boy’s and Girl’s Foundation of Manatee County. He holds a B.S. degree in Industrial Engineering from Georgia Tech and is a U.S. Army veteran, having served in South Korea. Email: allenbutler@pulleninvest.com https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/194e7935-6b2b-417f-8f3e-5391e38ddc8e/DSC_9677.jpg Meet the Team - Equity Analyst Aleksandar Dosan Alek Dosan is an Equity Analyst at Pullen Investment Management. He has experience in a diverse list of industries and contributes to each of the strategies managed by the firm. Alek holds a B.S. in Finance from the University of South Florida. Email: alekdosan@pulleninvest.com https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/382ab29c-e6de-44f3-ad62-fd2022f3e91f/jonathan+martin+Jan+26.jpg Meet the Team - Equity Analyst Jonathan Martin Jonathan Martin is an Equity Analyst at Pullen Investment Management. He has experience in a diverse list of industries and contributes to each of the strategies managed by the firm. Jonathan holds a B.S. in Finance from the University of South Florida. Email: jonathanmartin@pulleninvest.com https://www.pulleninvestment.com/contact daily 0.75 2026-01-30 https://images.squarespace-cdn.com/content/v1/5fa06ff3afa11e2d93382726/748cd34c-fc09-4a7a-8f42-29deb7e73794/office+Front+Door+Jan+26.jpg Contact https://www.pulleninvestment.com/strategies daily 0.75 2024-02-16 https://www.pulleninvestment.com/privacy-policy daily 0.75 2020-11-23