Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
More Videos
“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
Watch Now
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch Now
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Watch Now
