The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

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Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)

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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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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Investor Education
A Market Correction is an Opportunity.
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