inflation
Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
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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