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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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Investor Education
A Market Correction is an Opportunity.
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