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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Investing through Volatility

Investing through Volatility

PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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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Correlation Does Not Equal Causation

Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Investor Education
A Market Correction is an Opportunity.
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