Q1 2023 Market Update
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Many of last year’s stock market laggards are rebounding as inflation, interest rates and currency ...
READ MOREQ4 2022 Market Update
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While the volatility in 2022 was disappointing, there is reason for optimism as many of ...
READ MOREQ3 2022 Market Update
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The reasons for downward pressure on global asset values this year remain the same (i.e. ...
READ MOREQ2 2022 Market Update
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The second quarter saw a continuation of the broad-based market volatility experienced in the first ...
READ MOREQ1 2022 Market Update
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A combination of macroeconomic and geopolitical concerns has led to heightened market volatility during the ...
READ MOREQ4 2021 Market Update
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Our research continues to show that we are invested in the highest quality franchises that ...
READ MOREQ3 2021 Market Update
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Business fundamentals of our investments remains exceptional. For the most recent earnings quarter (ending June ...
READ MOREQ2 2021 Market Update
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Fundamentally speaking, all of our Long investments reported strong earnings results and their respective management ...
READ MOREQ1 2021 Market Update
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Market participants are selling growing, high-quality, profitable businesses to chase inferior assets. It’s worth noting ...
READ MOREQ4 2020 Market Update
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Our research suggests that we are invested in the most profound structural growth themes and ...
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