"Value investing is the willingness to stray from the herd."

Mark A. Meulenberg, CIO

Our Investor Letters and Interviews provide a view into how we think about investing, the portfolio and individual holdings.

Investor Letters

Value Investor Insight 2023
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Q4 2022 Masonry All Cap Select Commentary
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Q3 2022 Masonry All Cap Select Commentary
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Q2 2022 Masonry All Cap Select Commentary
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Interviews

Tumult highlights need for contrarian views — 1-20-2023
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