Wonderful Companies at Fair Prices – Part II in a Series on Valuation

We are returning to our series on valuation. In Part I of our series, we addressed a question frequently received from clients regarding how we view the valuation of our portfolios in comparison to their earnings growth and relevant benchmarks. Now in Part II of the series, we will spend some time exploring how we think about valuation and its overall role in our investment process.

Wonderful Companies at Fair Prices – Part II in a Series on Valuation