Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Canvassing the world in pursuit of businesses with durable, profitable growth
Accountability and discipline help surface true signals from abundant information
We seek businesses with the financial flexibility to stay on the offensive, in good times and bad
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
Why there is often more to the story than agency ratings suggest
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart