As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.
General
- Investment Philosophy
- Investment Management: What Do We Do?
- Pictures of Risk and Return
- Investment Management Process
- Investment Expenses
Theory
Investment Selection
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Investment Consulting Insights
Q3 2025 Market Commentary
Markets appeared to shrug off mounting economic and geopolitical uncertainties as they continued their upward trajectory. The volatility index (VIX) remained relatively calm while US indexes reached new highs in the third quarter. One explanation for the strong stock market is the expected productivity growth driven by AI and related spending. The largest companies leading... Read More >
