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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Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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