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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

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Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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“Fragile Value” & “Speculative Growth” Areas to Avoid

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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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