global equities

Why filtering noise, why a long-term focus, and why independence all matter. A lot.

In the first half of 2026, our Global Equity Strategy returned 19.9%, outperforming the MSCI All Country World Index by 7.8% net of fees on an asset-weighted basis....

They have owned Amazon through 14 drawdowns. Here's the process that makes that kind of patience possible and profitable.

Crises don't destroy industries — they restructure them. Hear Kevin discuss how to find the beneficiaries before the market catches up."

Macro shocks aren't going anywhere, and that's making an already expensive global equities market a high-risk place to be making big moves.

The businesses are extraordinary. The valuations are another story. Here's what two fund managers think.

As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.

While markets chase AI, PM Capital is shopping in the wreckage, from healthcare to beverages. Here's where they are finding value right now