Capital discipline is the new reality for oil and gas producers. Explore the central themes in play, their impacts and the opportunity for investors.
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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The Power Of Consumer Brands
2021-09-17, Richard Fortin
Although brands are intangible and often difficult to value, their benefits are real and measurable, and can often result in meaningful value creation.
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Quality And Value Through Dividend Growth
2021-05-14, Richard Fortin
Not all dividend strategies are created equal. Including long-term dividend growth companies in investment portfolios can yield tangible benefits.