We differentiate ourselves through open and transparent communication with our clients and prospects. By providing regular insights into our views and our investment approach, investors can properly assess whether we deserve their trust.

Investment Letters

Our investment letters provide insights into our independent thinking and demonstrate the consistency in our views over time.

Industry Perspectives

Our research analysts are industry specialists with extensive knowledge and insight. Their unique industry perspectives are featured in this monthly series. Organized by sector teams, analysts develop their own models with criteria relevant to their industries and sectors versus applying one common set of criteria to discern intrinsic value. In addition, most of our research is generated internally, insulating us from much of Wall Street’s white noise.

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