Where We See Opportunity, and the Fallacy of Growth vs Value

Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.

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Performance Prospectuses and Forms

The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples

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Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.

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Selected Funds