The COVID-19 pandemic is disrupting the lives of people around the globe and changing consumer behavior in real time. While...
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Identifying Growing Large Caps in Growing Industries
May 12, 2020Some investors believe that it can be difficult for active managers to add value in the large-cap segment of the equity...
There has been an unprecedented degree of change in the media industry, made clear by a recent research trip to Hollywood....
As bottom-up, fundamental investors focused on the long-term—three to five years—we tend not to position the portfolio around...
Flight to Passive Creating Opportunities for Active
October 19, 2016A few weeks ago, my colleague David Ricci wrote about the short-term focus of the market right now, explaining why we, as...
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