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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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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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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