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)
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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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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