Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
More Videos
The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
Watch Now
The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
Watch Now
Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
Watch Now