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.
Good Where It Counts
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.