Thursday, July 30, 2020
An Honor From George Gilder
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Today, our firm, and specifically our CIO, Gerry Frigon, was highlighted in preeminent technologist George Gilder's "Dail...
Friday, July 24, 2020
Narrative-based Investment Strategy In The News...
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Our Chief Investment Officer, Gerry Frigon, was featured in a series of articles recently in which he describes our investment strate...
Tuesday, July 14, 2020
The Power of Time
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We have emphasized the importance of a long term view of investing for as long as we have been in the professional investment business. ...
Friday, July 10, 2020
Have you heard of this company? Vapotherm (VAPO)
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We first began researching Vapotherm* in January of 2019, long before anyone would have ever dreamed that events taking place in 20...
Thursday, July 9, 2020
Investment Climate July 2020: Making History...While Looking Ahead
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The second quarter of 2020 will go down as one of the best quarters in the history of the stock market. The unprecedented and sw...
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