2025 Strategy

Dec 10, 2024 | Doug & Chris

As we approach 2025, the global investment landscape presents both opportunities and challenges, shaped by shifting economic conditions, evolving monetary & fiscal policies, and technological advancements. The year ahead will require a thoughtful portfolio management, balancing the pursuit of growth with a heightened focus on resilience amid potential market volatility. We share our thoughts on how to position at this juncture. You can download our Presentation by clicking on it.

Confessions of a ROIC junkie

 June 15, 2021 |Kein Bejko
While the market has been in a twilight zone for the past year, many investors have been lost between loss-generating companies defying gravity and IPOs commending higher prices. Most importantly, many seem to have forgotten about investing’s fundamental...
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