A recession is coming. Stock markets will decline, possibly a great deal. What isn’t certain, is when.
The U.S. economy continues to bounce back from the worst of the pandemic.
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Of these two companies, which would you rather own at today’s prices?
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.