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Source: Custodian (Interactive Brokers), Rep Account, MSCI, net of mgmt. fees. All data as of 9/30/2024

The Imperative of International Diversification in a High-Valuation U.S. Market
The Hidden Truth: Why the S&P 500’s Record Highs Might Be Deceiving You
Nvidia’s Market Impact: Trees Don’t Grow to the Sky
The Enduring Power of Value Investing: A 97-Year Retrospective
Unveiling the Influence: The Magnificent 7 Shaping
Value Investing’s Resilience: Sharks & Lightning Insights
Templeton’s Guide to Value Investing
Value Investing: Exploring the Reasons Behind Its Historical Outperformance
The Art of Value Investing
Neuroscience and Investing?

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