Welcome to our Commentary & Insight page — a resource for thoughtful perspectives on value investing, market behavior, and company research. Here you’ll find original papers, portfolio commentary, interviews, and firm updates — all designed to keep investors informed about our strategy, outlook, and the thinking behind our decisions.
To access the Funds’ prospectus click here. Please read the prospectus carefully before investing.
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COMMENTARY
Q2
2025
ANNUAL
2025
STATEMENTS
COMMENTARY
Q1
2025
ANNUAL
2025
LETTER
Different Perspectives on Investment Performance: International Value Fund
An historical perspective concerning the year-by-year variability of investment returns for the International Value Fund.
SEMI-ANNUAL
2024
STATEMENTS
COMMENTARY
Q4
2024
COMMENTARY
Q3
2024
The Dichotomy Between US and Non-US Returns
Examining long-term results of the S&P 500 and MSCI EAFE Indexes.
Currency Hedging Simplified
A streamlined explanation about how currency hedging works to reduce foreign currency risk.