Dear Partner,
Last year’s performance was balanced by both some specific setbacks and some positive tactical executions. While earnings challenges in holdings like UnitedHealth or Fiserv negatively impacted returns, these were largely offset by gains captured during the April tariff dislocation and through disciplined increases in out-of-favor positions like Alphabet and ASML. The primary reason...
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...
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...
