As governments take unprecedented actions, here’s what we are observing in markets and what we are doing in client portfolios.
Preparing For Uncertainty
2020-03-06, Steven Kim
Investing is a psychologically testing venture. Our long-term focus and preparation for risks provide the confidence needed to navigate uncertain times.
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Share Buybacks: Financial Sleight Of Hand Or Legitimate Capital Allocation Tool?
2020-01-31, Richard Fortin
The growing prevalence of corporate share buybacks has drawn the ire and condemnation of many market observers. Here are our thoughts.
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Credit Considerations
2020-01-24, Clement Chiang
Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.
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Emphasis On Durability
2019-11-22, Clement Chiang
Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
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The St. Petersburg Paradox
2019-10-25, Jason Reed
As the premium for fast growing businesses continues to climb, consider this casino game analogy and how it relates to our investment approach.