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Performance Prospectuses and Forms
Implications of the Dispersion between Growth and Value?
How five years of massive outperformance by “Growth” reminds us of previous market cycles: Unrecognized risk in the overvalued, and significant opportunity for those who remember the importance of price
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How COVID-19 Impacts Portfolio Positioning
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
Watch NowWhen do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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