Dear Partner,
Overall, the portfolio continues to perform well, because our companies adapted to a changing economy and reported solid earnings, while market sentiment also shifted to a more sanguine assessment of inflation and the economy.
Surprising to many, equity markets experienced one of the best first halves on record, in defiance of the incessant calls for a recession and more stock losses after a tough 2022. However, Bowie benefits from our collective experience...
Dear Partner,
Debates rage regarding hyper-inflation versus a deflationary bust; soft economic landing versus a hard landing; rapidly rising interest rates versus predictions of interest rate cuts; isolated bank runs versus systematic issues in the global banking system.
Bad news seemingly lurks around every corner. It may surprise you then that our portfolio’s value has rallied in the past six months as these...
Bowie Capital's CIO, Cory Whitaker, joins host Paul Olschwanger on the CFA Society Podcast to talk through Bowie's strategy and process, the benefits of owning high-quality businesses for a long period of time, and how the CFA Charterholder impacted his career...