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All posts tagged Discipline

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 16, 2020

Please explain downside capture and why does it matter to investors?

Thomas S. Caldwell, C.M.

Chairman

November 19, 2019

You have been discussing teams lately. What is the importance of a team?

Thomas S. Caldwell, C.M.

Chairman

October 2, 2019

Let’s talk about inertia and success from a business point of view.

Mario Mainelli, CFA

Portfolio Manager

September 26, 2019

You’re a huge sports fan. Do you draw any parallels between fantasy sports and investing?

Mario Mainelli, CFA

Portfolio Manager

September 11, 2019

Many companies have a strategy focused on acquisitions. How do you analyze them?

Thomas S. Caldwell, C.M.

Chairman

June 18, 2019

You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?

Thomas S. Caldwell, C.M.

Chairman

June 4, 2019

You always talk about Lombardi time. What exactly is it?

Thomas S. Caldwell, C.M.

Chairman

April 23, 2019

The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?

Sean Tascatan, CFA

Vice President & Portfolio Manager

March 5, 2019

Talk about your approach to dividend investing.