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  • About Us
  • People
  • Philosophy & Discipline
    • Core Strategy
    • Research Process
  • Communications
    • Letters to Clients
    • Commentary
    • Videos
    • Press
  • Products
  • Contact Us

Letters to Clients

Idée Fixe

February 2025

Can this company be fixed? That is the question we must wrestle with (nearly) every time we buy a new stock.

Letters to Clients Archive

Commentary

July 2025 Commentary

Just in time for beach season, the sun came out this quarter once the tariff clouds parted, restoring investors’ faith that we can all have fun, fun, fun (at least ‘till Daddy takes our reserve currency status away).

More Commentaries

Videos

2025 Highlights of Marshfield Investor Conference

Watch the highlights from the 2025 Marshfield Investor Conference.

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Press

MarketWatch

One way to survive chaotic markets? Invest in companies that thrive on it.

More Press
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