Insights

Perspectives

Investing in a Recession
Investing in a Recession

Investing in a Recession

A quick review of history reveals that the U.S. economy experiences a recession, on average, about every five to six years.

July 01, 2020 4 min read
The Great Debate: Income Vs. Total Return
The Great Debate

The Great Debate: Income Vs. Total Return

One of the contested issues in financial planning is whether income generated by investments matters beyond its contribution to total return...

June 15, 2015 5 min read
Quality as an Investment Criterion
Quality Investment

Quality as an Investment Criterion

We believe that quality is a very important factor in portfolio management, but that it is fundamentally different from other investment criteria

September 01, 2014 11 min read
Virtues and Constraints of High Quality Stock Ownership
Stock Ownership

Virtues and Constraints of High Quality Stock Ownership

It is rare to meet an investor who openly admits a desire to invest in low quality stocks.

December 10, 2013 4 min read

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