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
More Videos
Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
Watch Now
“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
Watch Now
Companies Who Rode the Easy Money Bubble
Examples of how the low interest bubble era fueled speculation and irrational valuations
Watch Now
