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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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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Why All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Wisdom from Buffett, Munger & Graham
The profound influence these investment icons have had on our firm and philosophy.
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