Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
More Videos
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
Watch Now
“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
Watch Now
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch Now