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

More Videos

Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)

Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)

Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
Watch Now
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
Watch Now
AI: Separating Hype from Opportunity (4:17)

AI: Separating Hype from Opportunity (4:17)

Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More