Global Universe – Seek stocks meeting our growth, quality and valuation criteria, including selective investments in emerging markets
Proprietary Fundamental Research – Our bottom-up process seeks to discover well-managed growing businesses that are unrecognized or undervalued by the market
Unique Opportunities – Focus on quality companies at attractive prices that can grow earnings or recognize value over the long term
We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information or to learn how to opt out of cookies, please see our cookie policy.
During August, the yield on the 30-year Treasury Bond hit a post-Global Financial Crisis (GFC) high of 5.34%. Subsequently, Treasury Secretary Bessent surprised the market by announcing plans to increase the size of buybacks for longer-dated US Government Bonds, briefly pushing yields lower.