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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

Q2 2021

Moderation Ahead

Read the Letter
  1. Moderation Ahead

    Q2 2021

  2. Getting Back on Track

    Q1 2021

  3. It’s About the Future

    Q4 2020

  4. Stand the Test of Time

    Q3 2020

  5. Quality: In the Eye of the Beholder

    Commentary

  6. Silver Lining

    Q2 2020

  7. Time Horizon

    Q1 2020

  8. A New Decade

    Q4 2019

  9. When Less is More

    Q3 2019 

  10. Two Percent

    Q2 2019

  11. Battleship

    Q1 2019

  12. Mr. Market

    Q4 2018

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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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