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

More Videos

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
Watch Now
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
Watch Now
How Inflation Impacts Portfolio Positioning

How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.
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.