by RMCM | Jun 9, 2020 | Commentary
In an earlier commentary, we discussed the potential of 5G, providing a perfect springboard into the discussion of Artificial Intelligence (AI) and automation. While 5G, AI, and automation are completely different, they have a symbiotic relationship: 5G is the network...
by RMCM | May 15, 2020 | Commentary
“We are more interested in where the company is going, rather than where it has been.” That’s a maxim we often share with our clients and partners when considering companies for investment. The sentiment certainly applies to our overall philosophy and approach. Take...
by RMCM | Apr 23, 2020 | Commentary, News
Environmental, social, and governance (ESG) strategies continue to hold up during the coronavirus pandemic. Our CEO and Chairman, Chat Reynders, recently spoke with InvestmentNews about our approach to ESG and how it helps us better understand liabilities and identify...
by RMCM | Mar 18, 2020 | Commentary
We often find that in times of market stress, our commitment to fundamentals and diligent research builds resilience into our portfolios and a window into compelling long-term investment opportunities when markets discount all stocks at once. With 2020 presenting...
by RMCM | Mar 11, 2020 | Commentary
Market volatility is a global focus as we approach the Ides of March, and investors may wonder how much of an impact the downward trend will have. In our view, this period was inevitable, but it presents an opportunity for those who were prepared. By focusing on sound...
