Late Cycle Bull Markets

While the equity investing landscape has admittedly turned more volatile in the past six months, we continue to believe most investors are so entrenched in “climbing a wall of worry” that they are missing a much more compelling story, as alluded to by Mr. Buckland. All this to say, for boutique equity investors like Laurus, we remain focussed on being invested in wealth‐creating businesses run by strong management teams. We believe – and statistics prove out – that these types of businesses will offer the greatest chance for our clients to achieve a positive outcome over time, despite any short‐term setbacks.

Read More