description
More Videos
“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
Watch Now
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.
Watch Now
Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
Watch Now