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Minerva: Issue 7

Minerva: Issue 7

Minerva | March 2024

Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....

3 for 30

3 for 30

The View | February 2024

Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge. In this View...

Transitioning a Family Business

Transitioning a Family Business

The Journal | January 2024

Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...

Why Our Culture Is Your Advantage

Why Our Culture Is Your Advantage

The Journal | January 2024

How do you build a robust company culture? Off the heels of our recent firm-wide offsite, Robyn Ross, Head of People & Talent, identifies some of our key findings and...

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Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.