Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?
By our estimates, it may be one of the worst times to invest in private equity.
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.