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
Q1 2026 Market Commentary
Markets started strong in the first quarter of the year with the S&P hitting record levels, but weaknesses in the tech sector started to appear coinciding with a rapid expansion of Claude Code AI features in early February. Layoffs at other software companies may have been coincidental, but concerns about the progress of AI in... Read More >
