Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels

More Videos

Free Cash Flow Yield as a Measure of Value (2:13)

Free Cash Flow Yield as a Measure of Value (2:13)

The insight that this obscure statistic can reveal about the valuation of a business
Watch Now
Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)

Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)

In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
Watch Now
The Bursting of the Speculative Bubble

The Bursting of the Speculative Bubble

The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

Click here for current fund holdings: DUSA