Commentary | August 13, 2026
If you missed the live interview, you can watch the full segment here.
Mario Tufano on AI Creating New Small Cap Winners, Picks in NFG, SBH & TEX | Schwab Network
Congratulations to Mario on representing CS McKee and sharing his market insights with the Schwab Network audience.
#CSMcKee #PortfolioManager #SmallCapEquities #SchwabNetwork #AI
General Disclosures:
CSM Advisors, LLC (CS McKee) is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, CS McKee cannot guarantee the accuracy of the information received from third parties.
The opinions expressed herein are those of CS McKee and may not actually come to pass. This information is current as of the date of this presentation and is subject to change at any time, based on market and other conditions. Index performance used throughout this presentation is intended to illustrate historical market trends and performance. Indexes are unmanaged and do not incur investment management fees. An investor is unable to invest in an index. The performance shown may not reflect a CS McKee portfolio. Past performance is not indicative of future results.
The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by CS McKee. The specific securities identified and described above do not represent all of the securities purchased and sold for the portfolio, and it should not be assumed that investment in these securities were or will be profitable. There is no assurance that the securities purchased remain in the portfolio or that securities sold have not been repurchased. Charts, diagrams and graphs, by themselves, cannot be used to make investment decisions.
Supplemental Disclosure – Media Appearance / Third-Party Broadcast
This podcast/broadcast features Mario Tufano, a portfolio manager of CS McKee, discussing his views on certain securities, including
NFG, SBH, and TEX (the "Discussed Securities"). CS McKee is republishing this content for informational purposes.
As of the date of this broadcast, CS McKee held positions in one or more of the Discussed Securities. This presents a conflict of interest: favorable commentary on a security held by a CS McKee-managed portfolio may create an incentive, whether intended or not, to speak positively about that security. CS McKee did not compensate Mario Tufano specifically for these remarks, and the views expressed are his own and do not necessarily represent the views of CS McKee as a firm.
The Discussed Securities were not selected using any objective or pre-determined criteria and should not be considered representative of all securities held in, purchased for, or sold from any CS McKee portfolio during any period. It should not be assumed that an investment in the Discussed Securities was, or will be, profitable, that CS McKee currently holds or will continue to hold these securities, or that CS McKee will make similar statements about these or other securities in the future. Past commentary and past performance are not indicative of future results.
The opinions expressed reflect Mario Tufano's views as of August 13th, 2026 and are subject to change without notice. This content should not be construed as investment advice or a recommendation to buy or sell any security.
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