Perspectives

- Commentary

The strategy taps into our small-cap investing expertise by seeking to capture attractive companies earlier in their lifecycle and allowing us to hold ‘winners’ for longer.

- Commentary, Video

Our mindset differs from investors who try to capitalize on shorter-term price arbitrage–we seek companies that offer infinite opportunities through long-term compounding.

- 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.