A Focused Investment Approach
We identify opportunity, often amidst change…
Capitalize on opportunities arising from change at the company-specific, industry, and macro levels by taking the long-term perspective of an outright buyer of businesses.
by combining diverse viewpoints with thoughtful research…
Leverage a distinctive combination of deep industry expertise, global cross-border perspective, extensive networks, and disciplined bottom-up analysis to capitalize on behavioral and analytical inefficiencies in public equity markets.
in support of clients’ goals.
Develop powerful, enduring partnerships with clients by delivering strong risk-adjusted returns, candid communication, and thoughtful insights.
The ubiquity of information and application of AI underscore the importance of differentiated perspective, unique insights, judgment, conviction, and a long-term investment horizon.
High Conviction, Actively Managed Strategies
Perspectives
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01-14-2026
Notes From the Road: Looking for Value Beyond the Taiwan Giant
Investing in tech today feels a lot like bargain-hunting on Rodeo Drive – rare, but possible with discipline, patience, and appropriate perspective.
01-30-2026
Emerging Markets Opportunities Commentary | 4Q 2025
While flashy, supersized AI/tech capex announcements command attention and have contributed to the growing dominance of the theme in major benchmarks, broader capex trends reveal exciting developments that support long-term, sustainable growth prospects in EM companies beyond the tech sector.
01-26-2026
International Equity Commentary | 4Q 2025
AI optimism, supportive fiscal and monetary policies, and resilient economic growth contributed to strong equity market performance in 2025. Full-year results, however, obscure a far more volatile path. Markets suffered steep declines leading up to “Liberation Day” in April before rallying sharply as tariff concerns eased and investor confidence returned.
01-26-2026
Global Equity Commentary | 4Q 2025
AI optimism, supportive fiscal and monetary policies, and resilient economic growth contributed to strong equity market performance in 2025. Full-year results, however, obscure a far more volatile path. Markets suffered steep declines leading up to “Liberation Day” in April before rallying sharply as tariff concerns eased and investor confidence returned.
01-08-2026
Cross-Asset Performance Review | 4Q 2025 & Year-End Review
This is a cross-asset performance review in which we distill the key developments of the quarter and recap the year, followed by substantiating charts and tables.
12-18-2025
Notes From the Road: Japan – Significant Change on the Horizon
Meaningful change is on the horizon for Japan, though the path forward will be complex. As Japan unlocks value, bottom-up fundamental research matters more than ever.
01-14-2026
Notes From the Road: Looking for Value Beyond the Taiwan Giant
Investing in tech today feels a lot like bargain-hunting on Rodeo Drive – rare, but possible with discipline, patience, and appropriate perspective.
01-30-2026
Emerging Markets Opportunities Commentary | 4Q 2025
While flashy, supersized AI/tech capex announcements command attention and have contributed to the growing dominance of the theme in major benchmarks, broader capex trends reveal exciting developments that support long-term, sustainable growth prospects in EM companies beyond the tech sector.
01-26-2026
International Equity Commentary | 4Q 2025
AI optimism, supportive fiscal and monetary policies, and resilient economic growth contributed to strong equity market performance in 2025. Full-year results, however, obscure a far more volatile path. Markets suffered steep declines leading up to “Liberation Day” in April before rallying sharply as tariff concerns eased and investor confidence returned.
01-26-2026
Global Equity Commentary | 4Q 2025
AI optimism, supportive fiscal and monetary policies, and resilient economic growth contributed to strong equity market performance in 2025. Full-year results, however, obscure a far more volatile path. Markets suffered steep declines leading up to “Liberation Day” in April before rallying sharply as tariff concerns eased and investor confidence returned.
01-08-2026
Cross-Asset Performance Review | 4Q 2025 & Year-End Review
This is a cross-asset performance review in which we distill the key developments of the quarter and recap the year, followed by substantiating charts and tables.
12-18-2025
Notes From the Road: Japan – Significant Change on the Horizon
Meaningful change is on the horizon for Japan, though the path forward will be complex. As Japan unlocks value, bottom-up fundamental research matters more than ever.