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)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
Watch Now
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Watch Now
The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
Watch Now
