Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

More Videos

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Watch Now
Investment Themes We’re Focusing On Today

Investment Themes We’re Focusing On Today

Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
Watch Now
You Always Sound Smarter when You’re Bearish

You Always Sound Smarter when You’re Bearish

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More