As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
More Videos
What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
Watch Now
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
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Watch Now
