Letters to Clients
Castle Keep
Warren Buffett famously compared the perfect business (and we paraphrase here) to sole ownership of the only source of water on an inhabited island.
Commentary
June 2026 Commentary
The S&P 500 delivered its strongest quarterly performance since 2020 this past quarter, ascending its tech-built scaffolding to dizzying heights. Though we took a bit of a drubbing in the process, we nonetheless got down to business.
Videos
2025 Highlights of Marshfield Investor Conference
Watch the highlights from the 2025 Marshfield Investor Conference.
Press
MarketWatch
One way to survive chaotic markets? Invest in companies that thrive on it.