Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance