2Q2021 – Global Emerging Markets Growth Commentary
We believe many of the companies we own have and continue to skillfully navigate the pandemic due to their sound fundamentals and profitability.
Perspectives
2Q2021 – U.S. Small Company Growth Commentary
We focus on companies with strong balance sheets that we believe can fund their own growth in any environment.
2Q2021 – International Small Company Growth Commentary
Many forward-thinking companies took the opportunity to increase their competitive advantage amid COVID-19.
2Q2021 – U.S. SMID Company Growth Commentary
We believe identifying and owning exceptional businesses will drive significant absolute and relative returns over the long run.
Uniquely Positioned: Strong Brands as a Competitive Advantage
High-quality brands are valuable intangible assets that can have a significant impact on a business’ growth outlook and future value
2Q2021 – Focus Growth Commentary
We much prefer aligning our clients with businesses that we believe have favorable long-term earnings power rather than getting wrapped up in short-term trades.
2Q2021 – Global Growth Commentary
Our Portfolio has delivered much stronger earnings growth than the Index, which has supported our strong investment returns.
2Q2021 – International Growth Commentary
Our focus remains on positioning the Portfolio for superior long-term earnings growth rather than shorter-term market preferences.
Bold & Disciplined Management: RH’s Potential for Long-Term Growth
Our views on RH’s growth runway and the critical nature of effective management
Why We Think Today’s Crypto is Not a Competitive Threat to Visa & MasterCard
Views on the cryptocurrency market’s potential to disrupt digital payments