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Letters and Commentaries

While the headlines have changed a lot since 1998, our long-held investment philosophy remains steady: focus on quality, think long term, and stay disciplined. Each quarter, we share our perspective not to predict the future, but to reaffirm the principles and decisions that guide our portfolios forward.

Latest Letter

Q1 2024

Innovation’s Path to Economic Impact

Read the Letter
  1. Innovation’s Path to Economic Impact

    Q1 2024

  2. Crystal Ball

    Q4 2023

  3. Anatomy of the Stock Market

    Q3 2023

  4. Fully Invested!

    Q2 2023

  5. Tapping into the Power of Compounding

    Commentary

  6. Wall of Worry

    Q1 2023

  7. Word of the Year

    Q4 2022

  8. What’s Priced In?

    Q3 2022

  9. More to the Question

    Q2 2022

  10. The Quarterly Letter Paradox

    Q1 2022

  11. Navigating

    Q4 2021

  12. Investing in Skill: The A, B, C, Ds

    Q3 2021

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We work with a select group of clients who value long-term thinking and trusted partnerships. We’d welcome an opportunity to determine if there is a mutual fit.

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