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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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

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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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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Why look around the world for investment opportunities?

Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Investor Education
A Market Correction is an Opportunity.
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