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COVID 19

Monday, April 13, 2020

Research Note: Why We Can Take the Long View

We continue to advise clients to stick to their long-term investment plans

Investment Research

Friday, March 22, 2019

Keeping Recent Volatility in Perspective

Rather than react emotionally to volatility in the equity markets we remain disciplined in our process.

Investment Research

Monday, March 4, 2019

Growth is the new defense

Why the market is where it should be, and why finding companies with high cash margins in growth sectors is the new defense.