Perspectives

- Commentary

We seek to invest in exceptional small- and mid-sized companies that are uniquely positioned and have repeatable growth, robust business models, and exceptional management teams who consistently invest to drive sustainable growth.

- Commentary, Video

We believe the opportunity for businesses that can provide consumer-relevant products and services in emerging markets is enormous and should persist for years, if not decades.

- Commentary, Video

By owning approximately 30 of what we believe are the best companies in our category, we feel our strategy is well positioned to protect capital and to participate when the market rebounds.

- Commentary, Video

We believe aligning with the most competitively advantaged businesses for the long term, through crises, is the best way to not only generate positive returns but also to preserve capital during tough times.

- Commentary, Video

We continue to have conviction in the strength and durability of the businesses we own and believe that most, if not all of them, will emerge from this period stronger.

- Commentary, Video

Quality companies, in our view, are well capitalized, profitable, and generate better-than-average returns on capital. We think owning a Portfolio of such businesses allows us to ride out the occasional storm.