Reflections on structural macro headwinds…and what they mean for long-term equity market returns July 30, 2018 We face a low growth, low inflation and low interest rate world over the next decade and beyond due to multiple structural [...] Read more
Conviction investment and the importance of portfolio construction in generating long-term alpha July 2, 2018 Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to achieve long-term outperformance. [...] Read more
