US Equity Investing: Our Philosophy

As the world faces historic labor shortages, an increase in burnout, and record-high turnover, organizations are confronting a leadership reckoning. In May 2024, Gallup found that more than 50 percent of U.S. employees were actively searching for new jobs or watching for openings. Taken together, these trends signal a clear and growing breakdown in…

Career advice in finance and accounting often centers around promotions, titles, and compensation. But in an era where professionals frequently change jobs every few years—the average American worker now stays in a role for less than four years—industries are facing growing talent shortages and reevaluating what long-term career success looks like. The question many…

Leadership right now feels heavier than it did just a few years ago. Teams are stretched, expectations are high, and many employees are quietly disengaged. In fact, Gallup’s 2025 U.S. data shows that only about 31% of employees are actively engaged at work, leaving the majority feeling disconnected or indifferent. For CEOs and senior…