U.S.

Plant your seeds where they will grow

Is it a fruit or vegetable? What does the tomato debate have in common with the world of investing? Our perceptions lie at the core of how we define each. Just as tomatoes are perceived as fruits by some due to their botanical properties, and vegetables by others due to their culinary use, many publicly traded companies are perceived differently by different market participants.

Points in Time, Q1 2023

The year got off to a surprisingly strong start, and inflationary fears eased amid ongoing resilience in major markets. Investment opportunities can be found in the tug of war between bears and bulls, and we expect rates will stay more or less level to where they are now.

Another bump in the road

With the recent closure of Silicon Valley Bank and Signature Bank, and the plunge in Credit Suisse stock price due to announcing weak financial reporting processes, it’s not surprising that people are worried. In our view, however, these issues are largely firm specific and not necessarily systemic. 

Grow Together - March 2023

Spring is almost here and our latest edition of Grow Together blooms with insightful stories and a balanced view of economic conditions. A recession may be likely, but we expect it would be mild. There are both challenges and opportunities to be had in such an environment, and we look some of these as they affect investors, individuals and business owners.

To AI, or not to AI

Making smart, long-term investment decisions requires critical judgement and no shortage of intuition. It also takes data-informed insights into knowing when a new technology is truly disruptive. Artificial intelligence (AI) is that kind of technology. It’s a game changer. And that’s why we invest in it through some of the companies we hold.