Perspectives
The Quality Quotient in Long-Term Alpha
Linking earnings power, financial stability, and competitive moats to results
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Podcast: Navigating International Markets & Valuation with a Long-Term Lens
Daniel Fields talks growth investing internationally, navigating China, the role of valuation & the macro in the research process
Importance of Intangible Assets in the Digital Age
In an increasingly digitized world, we find that intangible assets have become key factors of value creation and differentiation
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- Commentary, Video
1Q2020 – International Small Company Growth Commentary
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- Commentary, Video
3Q2021 – International Growth Commentary
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- Commentary, Video
3Q2020 – U.S. Small Company Growth Commentary