Dear Partner,
Overall, the AI buildout theme continues to underpin financial markets, while underlying uneconomic activity in the real economy becomes more uneven. We continue to witness pockets of excess with speculative behavior gaining traction. We remain focused on any fundamental impact on the economy or overall markets, and we are seeing...
Dear Partner,
As is so often the case, the market downdraft presented an opportunity rather than a risk. By treating our investments as long-term ownership of businesses and following a strategic plan, we can look past difficult periods. Imagine how easy it would be to get shaken out of your investments with a more short-term mindset, only to miss out on this quick bounce back...
Bowie Capital's CIO, Cory Whitaker, joins host Paul Olschwanger on the CFA Society Podcast to talk through Bowie's strategy and process, the benefits of owning high-quality businesses for a long period of time, and how the CFA Charterholder impacted his career...
