Still Keeping A Steady Hand

Every year over the past 10 years we have written a similar letter.
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Smaller Is Better

Bigger is not better in the money management business and the larger you are as an investor, the harder it is to allocate in a manner that keeps managers small.
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What To Do About Inversions

It is not easy and requires a lot of active discipline and fortitude.
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Solutions to Increase Trust – Simple But No Simpler

An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
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Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis

Reviewing what the data says and letting the chips fall where they may.
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It’s All Greek to Me

Let’s just admit it.  Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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