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

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
Watch Now
Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
Watch Now
The Return to Rationality

The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More