Insights and Guidance

Our blog features thought leadership on market and economic trends, investment themes, tax and estate planning strategies, portfolio insights, media features, and other perspectives to help investors stay informed.

Collecting Compounders
Aug 23, 2021

MGM Resorts International (MGM) is a leading operator of gaming, hospitality, and entertainment resorts. MGM’s global portfolio consists of 30 hotels and casinos, including prized Las Vegas brands...

Collecting Compounders
Jul 30, 2021

DexCom is a leading medical device company primarily focused on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for individuals with diabetes. Diabetes...

Collecting Compounders
Jul 07, 2021

Airbnb is a leading global travel marketplace that provides private and alternative accommodations. Airbnb is an online platform where hosts offer guests stays and experiences. For guests, Airbnb...

Collecting Compounders
May 10, 2021

Intuitive Surgical designs and manufactures the da Vinci surgical robot, which allows surgeons to perform minimally invasive surgeries. Clinical studies show robotic surgeries are typically less...

Collecting Compounders
Apr 21, 2021

Algonquin Power and Utilities owns and operates a diversified portfolio of regulated utility (~70% of total assets) and non-regulated renewable power assets (~30%) primarily in Canada and the United...

Collecting Compounders
Apr 06, 2021

What is Autodesk? Autodesk is a global leader in computer aided design (CAD) software for the architecture, engineering, construction, manufacturing, media and entertainment industries. Autodesk’s...