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Global Perspectives

Mar 03, 2021

Another Voice Update: Value Creation Through Reflation

By Henry H. McVey

With a new stimulus package on its way as well as an accelerating number of the global populace receiving vaccines, we decided to drill down furt....

May 05, 2021

Testing the Limits of Reflation

By Henry H. McVey

If ever there were a time to champion the mantras of our founders George R. Roberts and Henry R. Kravis to build like and trust, act with integri....

May 14, 2021


By Christopher A. Sheldon

Considered one of the most complex and historically significant films of our time, Alfred Hitchcock’s Vertigo portrays the story of the delicate....

Jul 21, 2021

Same As It Ever Was?

By Henry H. McVey

Whereas Reaganomics and Thatcherism were terms for economic policies that defined the 1980s, we similarly believe that we have now entered a new ....

Aug 05, 2021


By Christopher A. Sheldon

We began the year recognizing that the fundamental investing landscape had dramatically shifted. We related to this new investing paradigm through....

Oct 06, 2021

Dream Big

By Henry H. McVey

It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey i....