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

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Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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The $1000 Hot Dog

The $1000 Hot Dog

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Investor Education
A Market Correction is an Opportunity.
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