February 09, 2018 Information technology has grown into the largest sector of the economy for a reason. more
February 07, 2018 Despite investor fears, the market currently reflects underlying earnings growth. more
January 26, 2018 Technology is rapidly changing how people get their food, and restaurants are adapting. more
January 18, 2018 Regardless of the macroeconomic backdrop, we believe our process gives us a long-term advantage over other investors. more
January 11, 2018 Few things are certain when it comes to investing. One certainty is that I will make mistakes. more
January 08, 2018 A member of our investing team learned a ton of lessons in the "hair-raising" weeks after his son was born. more
January 08, 2018 Or global fund capped off a magnificent 2017 with a strong December ... and a new name. more
January 08, 2018 Our domestic fund got a new name in December. It also finished off an excellent 2017. more
January 08, 2018 The Emerging Markets Fund had a strong 2017, but we weren't satisfied. more
December 13, 2017 Read our joint statement below. more