Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.
Family Affairs
2023-07-21, Amit Shah
Family-controlled businesses have outperformed the market. Is it worth evaluating how to overcome the risks and potential governance challenges?
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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.
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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.
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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.
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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.
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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.
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US Regional Banking Crisis: Lessons In Risk Management
2023-05-26, Derek Nichol
With a deep dive into the causes of recent banking collapses, we consider how a focus on risk management could have reduced and likely prevented the fallout.
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History Can Hinder, But Portfolio Diversification? A Help In Long Term Outcomes
2023-05-12, Diana Chaw
An appreciation for history can inform decision making, but it can also lead one astray. Portfolio diversification provides a buffer against uncertainty.
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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.