How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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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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Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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