64 insights

Oct 2, 2018

The Case for Concentrated Portfolios

When it comes to investing, we have always believed that focus is more important than breadth. In our latest paper, John Osterweis and Jim Callinan discuss the advantages of concentrated portfolios.
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Sep 5, 2018

Finding Growth in Unexpected Places: Cyclical Industries

Jim Callinan explores three firms from traditionally slow-growing cyclical industries that he believes are building businesses well-positioned to outperform the market.
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Aug 13, 2018

New York Times: John Osterweis Discusses Investing In the Era of Tariffs

In this NYT article, our chief investment officer suggests strategies that limit exposure to the ongoing tariff disputes.
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Jul 6, 2018

MedTech Disruptors: Combining Better Patient Outcomes with Direct-to-Consumer Marketing

Jim Callinan discusses how these three innovative MedTech firms are leveraging direct-to-consumer marketing to accelerate growth and disrupt their industry.
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