The types of companies that may continue to thrive if inflation increases.
More Videos
The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
Watch Now
Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
Watch Now
Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
Watch Now