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.

Select A Year:
Long-Term Thinking in the Cyclical Housing Industry »
By Micah Martin »
January 17, 2018
The first rule in a cyclical business is that you have to be able to survive the trough of the cycle and come out on the other side.
Driving Our Investments into the Future »
By Brian Bath, CFA »
December 13, 2017
We look for companies that recognize important trends such as electric and autonomous vehicles and take the appropriate steps to position themselves for success over the long term.
The Great Drug Pricing Debate: Could Value-Based Pricing be the Panacea? »
By Igor Golalic, CFA »
November 15, 2017
Value-based pricing looks like a pragmatic long-term solution that ought to be implemented more broadly.
Consolidation in the Chemical Industry »
By Bobby Murphy, CFA, CPA »
October 17, 2017
We believe the chemical companies we own are well-positioned in the long run to benefit from any number of scenarios as chemical industry consolidation continues.
Branded Apparel and Footwear: Navigating a New Paradigm »
By Jenny Hubbard, CFA »
September 20, 2017
Amazon and other third-party e-commerce platforms present a higher growth avenue for most brands, but this opportunity does not come without risks.
Focusing on Fundamentals in the Electric Utility Industry »
By Harsh Acharya, CFA »
August 16, 2017
We feel more compelled to invest in utilities when our total expected return is competitive with that available in other sectors.
Life Science Tools: Secular Growth Drivers in a Pressured Health Care Market »
By Laura O’Dell, CFA »
July 20, 2017
LST&D companies’ growth is being driven by several secular trends including lower-cost genetic testing, expansion of the middle class in emerging markets, and increasing use of biologic drugs.
Milking Value Out of the Dairy Industry »
By Greg Sumner, CFA »
June 20, 2017
We believe the long-term outlook for the dairy industry, and therefore its suppliers, is quite attractive.
Revisiting Valeant Pharmaceuticals »
By Brian Fontanella, CFA »
May 22, 2017
We continually try to improve our decision making and learn from both our successes and mistakes.
Health Care Re-reform »
By Kyle Schneider, CFA »
April 17, 2017
We have been deliberate in targeting companies whose competitive advantages should persist under any reasonable outcome.
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