“Events of the last several years have led to volatility in the economy, but one benefit we are seeing is increased reshoring, especially in the manufacturing sector.”

"We believe founder-run businesses with gritty leadership can make a meaningful difference to long-term shareholder returns. "

"While the stock market has largely ignored rising inflation and recession fears, the bond market has moved in the other direction with analysts from Bank of America calling it the greatest bond bear market of all time.”

“As investors crowd into mega-cap names, small-cap stocks are trading at a historically steep discount.”