Ukraine and the U.S. Economy

Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains

Share Return to Video Archive

Performance Prospectuses and Forms

Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.

Watch Now

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.

Watch Now

Selected Funds