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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Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

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Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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Why Successful Investors Keep Emotions in Check

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How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Investor Education
A Market Correction is an Opportunity.
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