Listen to PodcastWe like a core/satellite approach because it has several features in terms of portfolio design that is often ignored by rigid ‘check...

Listen to PodcastWe are bottom-up. That means we start by looking at individual companies and we build our investment themes from there. Initially, w...

Listen to PodcastThe total equity market capitalization of public companies globally is around $42 trillion.^ The U.S. represents about 39% of the wo...

Listen to PodcastIn our opinion, investment advice has been increasingly commoditized. Wall Street, along with the massive mutual fund complex, has t...

Listen to PodcastIt is our opinion that if an investment is difficult to understand or lacks transparency, then it should generally be avoided. In re...

Listen to PodcastWe call our investment philosophy the ‘new old school’ because it is getting back to what we consider the basics of investing. When ...

Listen to PodcastIndependent thinking is one of the cornerstones of successful investing. When you read the histories of investment icons like Warren...

Listen to Podcast'I trust only those statistics I have manipulated myself’ is a quote often attributed to Sir Winston Churchill. When it comes invest...

Listen to PodcastIn the increasingly commoditized market of financial services it has become more important for investment advisors to differentiate ...

Listen to PodcastOur core philosophy can be summed up with the phrase ‘know what you own and why you own it’. If your financial advisor cannot adequa...