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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Where is the Market Headed from Here?

Where is the Market Headed from Here?

No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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A Tale of Two Markets

A Tale of Two Markets

A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.
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Is the Long Term Bull Market Still Intact?

Is the Long Term Bull Market Still Intact?

Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market.
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Investor Education
A Market Correction is an Opportunity.
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