Private Equity Looks Set to Disappoint
By our estimates, it may be one of the worst times to invest in private equity.
A Perspective on Market Momentum
We think there are four important drivers, or forces, on the stock market and its trajectory.
Knowledge Builds Conviction: Why Our Approach Works
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.
Times are Ripe for Active
This is a great time to be an active manager or to invest in one.
Competing Without a Coach
Most investors still hold unrealistic expectations for future returns.
Time to Buy Value Stocks?
We like value’s prospects over the next five years and our portfolio in particular.