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.
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
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