A Tale of Two Companies
Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?
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.
