1Q2022 – Global Emerging Markets Growth Commentary
We seek to invest in companies with solid balance sheets and long runways for growth
We seek to invest in companies with solid balance sheets and long runways for growth
We view market dislocations as opportunities to become owners of great businesses
Market volatility has presented us with several compelling long-term opportunities
We continue to see an exciting and attractive runway for our Portfolio companies over the long term
Taking a long-term view, we believe that compounding is a multi-year process
We think and behave like rational business owners using a repeatable, time-tested investment approach
Given enough time, experience has shown us that markets often discern the underlying quality and growth of various businesses
We try to remain dispassionate, separating facts and data about companies from the stories people tell about stocks
We maintain our focus on companies that can self-fund their growth
Our goal is simple—we aim to own the best of the best