3Q2021 – Global Emerging Markets Growth Commentary
While we acknowledge the risks in some Chinese companies have increased, we are still very optimistic about the investment opportunities.
Perspectives
3Q2021 – U.S. Small Company Growth Commentary
The global pandemic cemented permanent behavior changes related to the new digital landscape, which we view as a structural, long-term trend.
3Q2021 – U.S. SMID Company Growth Commentary
In our view, we are well-positioned to capitalize on what we anticipate being a period of continued high levels of growth.
3Q2021 – International Small Company Growth Commentary
We believe the companies we own continue to perform at a high level amid exceptional circumstances.
3Q2021 – Focus Growth Commentary
We think the best way to offset valuation compression is through investing in companies that can contribute continuous and robust earnings growth to the Portfolio.
3Q2021 – Global Growth Commentary
We own only what we believe to be the most competitively advantaged companies offering differentiated products, which grants them a degree of pricing power.
3Q2021 – International Growth Commentary
While pockets of volatility can appear and impact short-term performance, our focus remains on maintaining a Portfolio geared for long-term earnings growth.
2Q2021 – Global Emerging Markets Growth Commentary
We believe many of the companies we own have and continue to skillfully navigate the pandemic due to their sound fundamentals and profitability.
2Q2021 – U.S. Small Company Growth Commentary
We focus on companies with strong balance sheets that we believe can fund their own growth in any environment.
2Q2021 – International Small Company Growth Commentary
Many forward-thinking companies took the opportunity to increase their competitive advantage amid COVID-19.