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

More Videos

The Invaluable Role of the Advisor (1:55)

The Invaluable Role of the Advisor (1:55)

How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth
Watch Now
The Danger of Overly Aggressive Growth Assumptions (1:30)

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
Davis & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More