In this episode, portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers—companies powering the semiconductor supply chain, from power supply units to memory makers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally strengthening as a result. 

Paul Moroz returns to share an update on our global equity strategy. We dig into what's changed since Paul resumed the lead portfolio manager role, how the team's collaboration has evolved, and why a more diversified and resilient portfolio is the result. Listen for Paul's take on why optionality and humility matter more than ever.

There’s renewed talk in the news about ending the requirement for public companies to report quarterly earnings. At first glance, the commentary makes it sound like a step toward solving our short-term obsessed investment culture. But the reality is more complicated. In this article, we explore why the frequency of financial reporting may be less important than how leaders are rewarded—and how well-designed compensation systems, meaningful ownership, and a focus on long-term value creation can foster true alignment between management and shareholders. Discover why the path to sustainable results isn’t about reporting less, but about incentivizing stewardship that endures well beyond the next quarter.