Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
More Videos
Investing in a Transitioning Market
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
Watch Now
Tech – The Magnificent 7 and Beyond
Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
Watch Now
Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
Watch Now
