Perspectives

- 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.

- Commentary, Video

We believe our commitment to investing through a disciplined and time-tested approach should continue to deliver compelling results today and after the crisis eventually abates.

- Commentary

We invest in companies that we think will benefit from long-term trends and have durable business models regardless of whether we are in a “risk-on” or “risk-off” market.

- Commentary, Video

Our research takes us to where we think we have the best combination of financial superiority, competitive strength, growth opportunity and valuation.

- Commentary, Video

We concentrate the Portfolio in the quality growth businesses where we believe the fundamentals best support value.