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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The Journey is the Destination

“There’s a lot of baggage that comes with us.  But it’s like Louis Vuitton baggage.  You always want it.”                                                                                                                              Kim KardashianIt certainly looks like we have a lot of baggage. …

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Expecting the Unexpected

August is a time for reading and reflection.  This year has turned out very differently from what we had expected.  So much of our everyday reality has changed because of…

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