Letters to Clients
Punk'd
In writing about company and industry quality and the kinds of signifiers of durable value creation we seek, we never want to lose sight of the importance of price.
Commentary
April 2024 Commentary
The market surged this quarter and, somewhat uncharacteristically for such a breathless sprint (especially one fueled principally by tech), our stocks outpaced it.
Videos
2023 Marshfield Investor Conference Panel Discussion
Watch the panel discussion from the 2023 Marshfield Investor Conference.
Press
Barron's
Read our Mutual Fund Profile in Barron’s: Beyond Nvidia: Stock Funds That Leave the S&P 500 Behind