Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century

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Wisdom from Buffett, Munger & Graham

Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.
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Misperceptions about financials that create opportunity

Misperceptions about financials that create opportunity

Regulatory risks; lessons from some big financials that are stronger and more dominant today than before the financial crisis
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Active Management Can Add Value

Active Management Can Add Value

The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Investor Education
A Market Correction is an Opportunity.
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