Insights
Articles and Newsletters
We’re always looking to help our clients understand what they are investing in and why. You can find our quarterly letter, Insight, and a variety of interesting articles on this page. They’ll help you learn more about why our approach – investing directly in good businesses – helps to provide the best long term value.
Patience Pays
People often see the job of a portfolio manager to be finding good quality stocks that will increase in value over time. It is not ...
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Headwinds and Tailwinds
Pilots will tell you that it is nice to have a headwind when taking off or landing but most of the time a tailwind is ...
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