Is a Recession Coming?
A recession is coming. Stock markets will decline, possibly a great deal. What isn’t certain, is when.
Tag: performance
The World Reopens
The U.S. economy continues to bounce back from the worst of the pandemic.
Be Proactive
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
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.
A Tale of Two Companies
Of these two companies, which would you rather own at today’s prices?
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.