Last year, during the Q&A portion of one of our quarterly investment webinars, we were asked if we regretted selling pet insurance […] READ ARTICLE

The longest nine-inning Major League Baseball game took four hours and forty-five minutes to complete; the shortest took just fifty-one […] READ ARTICLE

During our fourth quarter portfolio update, we profiled portfolio holding, Paychex (PAYX). Below is a replay of our live commentary […] READ ARTICLE

During our fourth quarter portfolio update, we profiled portfolio holding, Masimo (MASI). Below is a replay of our live commentary […] READ ARTICLE

Below is the Q4 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information on […] READ ARTICLE