The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

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The Danger of Overly Aggressive Growth Assumptions (1:30)

The Danger of Overly Aggressive Growth Assumptions (1:30)

Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

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Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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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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Investor Education
A Market Correction is an Opportunity.
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