The investment world is buzzing with speculation about a potential "Great Rotation" in the second quarter of 2026. This term refers to a significant shift in asset allocation, where investors move capital from one class of investments to another, often signaling changes in economic conditions or market sentiment. Our investment strategy is not predicated on these flows, but we do try take advatage of them. Read more about this and our fund performance below. Being Global Acti

History rewards the long term investor

Being Global Active Value: Q1 2025 letter