Letters to Clients
Idée Fixe
Can this company be fixed? That is the question we must wrestle with (nearly) every time we buy a new stock.
Commentary
April 2025 Commentary
This past quarter, we demonstrated the resilience of our model. Our typical pattern of performance has long been to underperform somewhat in waxing markets and to outperform more meaningfully in waning ones.
Videos
2023 Marshfield Investor Conference Panel Discussion
Watch the panel discussion from the 2023 Marshfield Investor Conference.