Perspectives

- Commentary, Video

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.

- Commentary, Video

Our Portfolio has delivered much stronger earnings growth than the Index, which has supported our strong investment returns.

- Commentary, Video

We remain confident that the Portfolio owns a collection of competitively advantaged companies that are well-positioned to structurally grow their businesses over the next decade.

- Commentary, Video

Short-term rotations have no bearing on how we invest. We believe long-term returns will ultimately reflect the long-term growth of cash flow and earnings of our companies.