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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How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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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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A Market Correction is an Opportunity.
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