Perspectives

- 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.

- Commentary, Video

Our research takes us to where we think we have the best combination of financial superiority, competitive strength, growth opportunity and valuation.

- Commentary, Video

We concentrate the Portfolio in the quality growth businesses where we believe the fundamentals best support value.

- Commentary, Video

Consistency is an antidote to uncertainty, and we will continue to seek to optimize the Portfolio for both superior growth and resilience.

- 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.