Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth

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How COVID-19 Impacts Portfolio Positioning

How COVID-19 Impacts Portfolio Positioning

Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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Why an active management approach to the Financial Sector?

Why an active management approach to the Financial Sector?

Our bottom-up, active approach can better identify company-specific risks, and uncover great businesses at below average prices
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Investing Through Ukraine and Other Crises

Investing Through Ukraine and Other Crises

Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises.
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Investor Education
A Market Correction is an Opportunity.
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