The ever-expanding margins and valuations of the past decade are unlikely to be sustained

Related Videos

The Most Important Things We Believe Equity Investors Should Focus on Today (6:07)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations

Rigorous Research & Selectivity are Critical in Today’s Market (2:18)

Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying

Share this Video