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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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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“Fragile Value” & “Speculative Growth” Areas to Avoid
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