Perspectives

- Commentary, Video

We think the best way to offset valuation compression is through investing in companies that can contribute continuous and robust earnings growth to the Portfolio.

- Commentary, Video

We own only what we believe to be the most competitively advantaged companies offering differentiated products, which grants them a degree of pricing power.

- Commentary, Video

While pockets of volatility can appear and impact short-term performance, our focus remains on maintaining a Portfolio geared for long-term earnings growth.