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LATEST NEWSLETTER
Is It 1999 All Over Again?
We are always amazed at times like these when we are asked why we have not shifted more of our portfolio allocations to large growth stocks since those stocks have outperformed small value stocks over the past several years.
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Published regularly since 1993, it provides in-depth views of our investing philosophy and approach, how we manage relationships, and where our industry fails investors. It also reflects the consistency of our investment strategy over the past three decades.

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Created with Sketch. Myron Scholes 1997 Nobel Prize Winner “Ideas alone are cheap - implementation is what really counts.”