The Outlook
February 2021

Transitioning to the Post-Pandemic World

    In this issue:
  • The five critical forces driving the recovery and restart

  • Pent-up demand will support economic activity in the second half of 2021

  • The impact of policy on capital flows and investment strategy

  • Investment Implications

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A differentiated range of investment strategies

Our team of seasoned investment professionals work collaboratively to develop and deliver high-conviction, low-correlated strategies designed to help clients achieve their financial objectives.

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Our Core Investment Principles

We believe...

  • … securities trade in an auction market that has inherent inefficiencies.
  • … opportunities to make successful investments in good businesses and managers exist regardless of market direction.
  • … most of the best investments are accompanied by higher levels of discomfort when initiated.
  • … there is often an inverse relationship between the popularity of a security and its value.
  • … undervalued companies with identifiable earnings growth catalysts offer significant absolute returns without excessive risk.
  • … investment risk is viewed as overpaying for a business or incorrectly projecting its future earnings.
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