Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
Highlights
- Potential implications of the recent advancements in generative AI
- U.S. regional banking challenges and our exposure
- Why we don't currently own any energy sector companies in the portfolio
- A look at two holdings—one "old" and one new—Verisk and BorgWarner
- Our observations on broader earnings results
