Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

More Videos

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Watch Now
AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
Watch Now
Why Investors Should Disregard Short-Term Forecasts

Why Investors Should Disregard Short-Term Forecasts

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More