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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Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)
Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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