Perspectives

- Commentary, Video

Re-opening trades, vaccines, and interest rates are all very interesting. But, in our experience, long-term investment returns are driven by sustainable earnings growth.

- Commentary, Video

We always seek to understand the underlying business drivers and secular tailwinds to consistently position the Portfolio for long-term growth.

- Commentary

The strategy taps into our small-cap investing expertise by seeking to capture attractive companies earlier in their lifecycle and allowing us to hold ‘winners’ for longer.

- Commentary, Video

Our mindset differs from investors who try to capitalize on shorter-term price arbitrage–we seek companies that offer infinite opportunities through long-term compounding.

- Commentary, Video

We let our business-focused research guide our investment decisions, armed with our belief that business performance drives share prices over the long-term.

- Commentary, Video

Our conviction in the competitive advantages, sustainability, and durability of our businesses remains high, and we believe the Portfolio is well-positioned for the future.