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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What to Own and Avoid in a Changing Environment

What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Volatility is the Price of Admission for Long-Term Returns

Volatility is the Price of Admission for Long-Term Returns

To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.
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The Return to Rationality

The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
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Investor Education
A Market Correction is an Opportunity.
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