What Makes a Business Durable?

Dan Crowe, CFA, Partner
U.S. Equity

When many investors think about quality, they focus on traditional metrics, such as balance-sheet strength, credit quality, and business stability. While these characteristics are important, they are largely backward-looking and do not speak to how...

Disruption in Sleepy Sectors

Alaina Anderson, CFA, Partner
Global Equity

My research focuses on capital-intensive sectors such as real estate and utilities, which doesn’t sound very exciting. But many of these companies are doing some innovative things, like driving the use of renewable energy and...

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