As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Separating Hype from Opportunity – Investment Implications of AI (4:44)
How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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