Patience required

Transitions are difficult periods.  By definition, they follow periods of clear direction, they can last a long time, and their outcomes are uncertain.  Some of the most impactful transitions unfolding…

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What’s Possible

“I think about all the young kids who will be watching this summer.  No matter what happens, I just hope that their parents, teachers and club managers will turn to…

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If only we knew…

We like market routs because we can buy more for less.  This week our friend Rob Armstrong, former editor of Lex, launched a new investment column in the Financial Times…

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The Next Trade

One of our long-standing convictions is that volatility is an opportunity not a risk for long-term investors. Stock prices follow fundamentals and pull-backs like the one we experienced in March…

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Market Rotation and Opportunity

One of our long-standing convictions is that volatility is an opportunity not a risk for long-term investors. Stock prices follow fundamentals and pull-backs like the one we experienced in March…

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Sustainability³ ®

It has been a tumultuous year for the global economy and the markets, but also a year in which our approach of investing in quality companies that have strong and…

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