The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Evolution of the Economy is Creating Unique Opportunities
Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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