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Politics & Long-term U.S. Equity Returns

2024-11-06, Richard Fortin

While election results often produce increased market volatility, fundamental drivers are superior determinants of equity returns in the long run.

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Risk Considerations for Equity Investors

2024-05-01, Richard Fortin

What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?

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Energy Transition and Capital Discipline

2023-09-08, Richard Fortin

Capital discipline is the new reality for oil and gas producers. Explore the central themes in play, their impacts and the opportunity for investors.

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A Deep Dive Into Duration Risk

2023-05-05, Richard Fortin

Higher interest rates have put downward pressure on equity valuations. Learn more about duration considerations for equity investors.

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Resilient Growth: The Case For Owning Quality Compounders

2023-01-20, Richard Fortin

Quality compounders are businesses that produce steady earnings growth across economic cycles while generating relatively high returns on invested capital. 

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Countercyclical Investing Considerations

2022-10-28, Richard Fortin

Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.

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