Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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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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Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)
Identifying the great, but out-of-the spotlight companies that support the current tech revolution
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Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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