In times of crisis, human capital and stewardship matter even more.
The pandemic is exposing opportunities and the benefits of active management.
Company fundamentals far more important now than macro analysis.
Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.
Volatility comes and goes, but in the end, it’s about doing your homework.
Being in the right stocks starting to matter more than being in stocks.
As troubling data pours forth, the pain trade is to the upside.
We're in somewhat of a holding pattern as we await clarity ... and opportunity