Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
Tag: performance
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
A Tale of Two Companies
Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?
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.
Competing Without a Coach
Most investors still hold unrealistic expectations for future returns.