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Insights

What's in store for 2026?

​Check out the 2026 Predictions from our Portfolio Managers, Chris Harrington & Matt Hekman.
Chris 2026 Predictions
File Size: 1232 kb
File Type: pdf
Download File

Matt 2026 Predictions
File Size: 1487 kb
File Type: pdf
Download File

Q3 2025 Opportunistic Strategy Fact Sheet
Q3 2025 Opportunistic Strategy Commentary

Q3 2025 Opportunistic Equity Fact Sheet
Q3 2025 Opportunistic Equity Commentary
Q3 2025 Waterfront Balanced Fact Sheet
Q4 2025 Waterfront Balanced Commentary

Q3 2025 Waterfront Equity Fact Sheet
Q4 2025 Waterfront Equity Commentary
🌟Congratulations, Chris Harrington!🌟
​
We are thrilled to recognize Chris Harrington, our Chief Investment Officer & Portfolio Manager, for earning a prestigious 5-star Morningstar rating on two different strategies!  Both the OE and OS portfolios have held at their 5-Star ratings for two back-to-back quarters (as of 6/30/25 and 9/30/25).  This distinction is awarded to portfolios that have demonstrated superior risk-adjusted returns compared to their peers, and Chris's work stands out at the highest level.  His disciplined approach and commitment to delivering long-term value continue to benefit our clients and team alike.

Way to go, Chris!  Your leadership continues to raise the standard of excellence here at Waterfront!

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​6711 W 121st street
overland park, ks 66209

​
913-951-5800

  • Home
  • About
  • Strategies & Performance
    • Opportunistic Equity
    • Opportunistic Strategy
    • Waterfront Balanced
    • Waterfront Equity
  • Insights
  • Contact