3Q2020 – Global Emerging Markets Growth Commentary
Rather than concerning ourselves with market timing, we’re happy to add to our position and keep our eyes on the horizon.
Perspectives
3Q2020 – U.S. Small Company Growth Commentary
We believe having conviction in the quality of our businesses and a focus on the long-term is paramount to navigating periods of heightened volatility.
3Q2020 – International Small Company Growth Commentary
Agility matters in a crisis because periods of disruption, by their definition, force change.
3Q2020 – Focus Growth Commentary
Our research takes us to where we think we have the best combination of financial superiority, competitive strength, growth opportunity and valuation.
3Q2020 – Global Growth Commentary
We concentrate the Portfolio in the quality growth businesses where we believe the fundamentals best support value.
3Q2020 – International Growth Commentary
Consistency is an antidote to uncertainty, and we will continue to seek to optimize the Portfolio for both superior growth and resilience.
2Q2020 – Global Emerging Markets Growth Commentary
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.
2Q2020 – U.S. Small Company Growth Commentary
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.
2Q2020 – International Small Company Growth Commentary
We will continue to seize opportunities where short-term noise allows us to identify and purchase what we think are great businesses with bright futures.
2Q2020 – Focus Growth Commentary
We believe aligning with the most competitively advantaged businesses for the long term, through crises, is the best way to not only generate positive returns but also to preserve capital during tough times.