We think there are four important drivers, or forces, on the stock market and its trajectory.
Our investment approach is logically one of the best ways to repeatedly deliver excellent investment performance over time. Knowledge builds conviction; it’s why it works.
This is a great time to be an active manager or to invest in one.
Most investors still hold unrealistic expectations for future returns.
We believe our portfolios are coiled for success.
We like value’s prospects over the next five years and our portfolio in particular.
The market correction has created opportunities to invest in individual companies with long-term double-digit return prospects and the U.S. economic landscape is still strong in all the right places.