News & Thoughts

4Q20 Insights

Published on January 26, 2021

At the end of 2019 we itemized our list of short-term worries to include: no…

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Strategy Spotlight: Growth Stocks

Published on November 10, 2020

Our Growth portfolio manager Anatoliy Cherevach explains his approach to growth investing. At KKRA we…

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3Q20 Insights

Published on October 28, 2020

In mid-August Recreational Equipment Inc (REI), the Seattle-based retailer of outdoor recreation equipment and services,…

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2Q20 Insights

Published on July 22, 2020

While we’re only half way through 2020, it’s likely to be the year of superlatives…

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A Word About Dividends

Published on June 11, 2020

Over the years we have often written about the importance of dividends to our Core…

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