Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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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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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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