Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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