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What's in the Latest Issue? Investor Insight: Vincent WaldenSeeking out distinct paths to investment success and finding them today in Golar LNG, Valaris and Despegar.com. Read More Investor Insight: Westwood HoldingsLooking for the ideal combination of value and quality and seeing it in Permian Resources, Blue Bird and Merchants Bancorp. Read More Investor Insight: GIB Asset ManagementEngaging with portfolio companies to unlock added value, including today in APR Co., Genomma Lab and Aspeed Techology. Read More Strategy: DividendsA unique approach to uncovering long-term compounders. Read More Editor's LetterDiscipline vs. Disruption; Using negative visualization. Read More Investment Highlights APR Co., Aspeed Technology, Blue Bird, Broadcom, Despegar.com, Genomma Lab, Golar LNG, Merchants Bancorp, Old Dominion Freight Line, Permian Resources, Valaris Other Companies in this Issue: COPT Defense Properties, Cyient, Ecovyst, Federal Realty Investment Trust, Integer Holdings, Kanzhun, LPL Financial, MarketAxess, MercadoLibre, Parade Technologies, Ryanair, Skyworks Solutions, Talen Energy, Vertiv, Will Semiconductor
Seeking out distinct paths to investment success and finding them today in Golar LNG, Valaris and Despegar.com.
Looking for the ideal combination of value and quality and seeing it in Permian Resources, Blue Bird and Merchants Bancorp.
Engaging with portfolio companies to unlock added value, including today in APR Co., Genomma Lab and Aspeed Techology.
A unique approach to uncovering long-term compounders.
Discipline vs. Disruption; Using negative visualization.