Family-controlled businesses have outperformed the market. Is it worth evaluating how to overcome the risks and potential governance challenges?
A Robust Process Can Create Opportunity Amidst Uncertainty
2023-07-14, Jared Holaday
A look at how we applied our 7 Tests approach to Darden Restaurants, and an update on the outcome of the decision to date.
MORE >
Q2 2023 Market Commentary
2023-07-07, Mathew Hermary
CIO Mathew Hermary discusses the narrow rally in US equities this year and the opportunities for value-conscious investors in an uncertain macro environment.
MORE >
The Jigsaw Puzzle Of Investing
2023-06-16, Joe Jugovic
How margins of safety increase conviction even when we don’t have all the pieces of the puzzle.
MORE >
Deciphering Credit Quality
2023-06-09, Gennice Spanier
Given the rapid rise in interest rates, we break down credit quality into two core factors useful in evaluating fixed income opportunities.
MORE >
Lessons In Strategy From Ferrari’s F1 Team
2023-06-02, Daniel Morgan
Without a well-thought-out strategy, winning is hard. Moreover, being unable to execute on a good strategy opens a gap for competitors.