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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What Gets You Excited About the Next Decade? (2:49)

What Gets You Excited About the Next Decade? (2:49)

Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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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Why All Financials are Not Created Equal

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“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Investor Education
A Market Correction is an Opportunity.
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