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
Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)
Identifying the great, but out-of-the spotlight companies that support the current tech revolution
Watch Now
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch Now
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Watch Now
