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

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What Gets You Excited About the Next Decade? (2:49)

What Gets You Excited About the Next Decade? (2:49)

Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Investor Education
A Market Correction is an Opportunity.
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