Aubrey talks about the forces that affect the markets in 2020 and why small- and mid-caps may outperform in 2021.
Aubrey talks about what drove markets in 2020 and where he sees risks and opportunities going forward.
Aubrey discusses market and Fund performance, Fund positioning and what could happen with the Fed and U.S. markets going forward.
Aubrey talks about how small- and mid-caps performed, what we expect going forward, and how the Fund is positioned.
Aubrey talks about Fund performance, how economic data is improving, and the Fund’s approach going forward.
How active management enabled the fund to add world-class companies at solid prices in Q1.
Aubrey discusses positive Q1 performance and U.S. economic expectations going forward.