inflation
Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreReplay: Webinar with Tony Coniaris of Oakmark Funds
We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...
Read moreBEW Webinar with DFA’s Apollo Lupescu, PhD
Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...
Read moreReplay: Webinar with Tony Coniaris of Oakmark Funds
We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...
Read moreBEW Webinar with David Polak of Capital Group
David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He...
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