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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The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)
Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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