Where We See Opportunity, and the Fallacy of Growth vs Value

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.

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

Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises.