How Investors Should Prepare for the End of the “Easy Money” Era

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

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.

How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it