Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
More Videos
The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
Watch Now
Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
Watch Now