In our recent Investment Climate, we warned that a correction (maybe sizable) was inevitable. It appears, at least in the prices for high technology and most "growth" companies, that the correction is here.
Frankly, while it is never fun to watch our portfolios drop in value, we have always said that it is a healthy byproduct of a functioning...
Monday, October 08, 2018
Investment Climate Oct 2018 - Focus on the Business
We continued to see significant and broad-based gains in our growth strategies over the last quarter and have significantly surpassed the returns of the overall market averages, which have had pretty nice runs themselves. Given this increase in company values, and the length of this post-2008/2009 crisis rally, many are asking us what to expect...
Wednesday, October 03, 2018
Have you heard of this company? KRNT
We have written many times over the years about the investment philosophy that forms the foundation for our growth investment strategies, a time-tested philosophy descended from the approach developed by Thomas Rowe Price, Jr. (1898 - 1983) and pursued profitably by him for several decades.
It is a philosophy based not...
