“Industry Perspectives” 3Q 2022
Despite the global tension that has been revealed economically, diplomatically, and militarily, there are still positive signs to consider. The banking system is far better capitalized now compared to before the Great Recession, and the labor market is in a strong position to absorb some losses, each of which could help limit economic downside.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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