Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

More Videos

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“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
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
Why International

Why International

Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.