Research
|
We believe that investment research is about more than information. It is a search for truth and insight. It is about understanding the economics of a business, i.e. how a company makes money. It is about assessing the competitive advantages of a given company and, above all, the durability of those advantages.
We conduct our own research and we share it with our clients in our quarterly Investment Comment. In these reports we address issues relevant to our investment approach as well as critical trends in the economy and the financial markets. Most important, the Investment Comment includes reviews and analysis of our major holdings – providing our clients with insights about the companies in which they are invested. Prospective clients have found our quarterly reports particularly helpful toward understanding how we think and how we invest. The Investment Comment is available to the public at no cost and posted on this site after distribution to our clients. Our most recent reports are always available. |
