Quality Investing Across a Global Opportunity Set
Canvassing the world in pursuit of businesses with durable, profitable growth
Perspectives
An Active Approach to Navigate Noisy Markets
Accountability and discipline help surface true signals from abundant information
Silver Linings: Companies with a Playbook for Tough Times
We seek businesses with the financial flexibility to stay on the offensive, in good times and bad
Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
Beyond Fundamentals: Taking A Deeper Look at Credit Risk
Why there is often more to the story than agency ratings suggest
Beyond Fundamentals: Beauty Care & Cosmetics
Jeff Mueller shares his view of the global beauty industry and what sets the leaders apart