By Allen T. Bond, CFA, Managing Director – Portfolio Manager, Jensen Investment Management - June 25, 2020 [caption id="attachment_18883" align="alignleft" width="160"] Allen T. Bond,...
Baron Capital is a well-known, highly regarded firm with a strong track record of investing in small and medium sized companies. The firm’s...
Legendary investor, Bill Miller’s quarterly commentary is required reading at Madison, as his insights into the markets and long-term perspective help contextualize today’s...
“Everybody has a plan until they get punched in the mouth” – Mike Tyson, Retired Professional Boxer Truth be told, we never thought we’d...
Howard Marks, legendary investor and founder of Oaktree Capital ($125 billion under management as of 12/31/2019), is someone we admire and follow closely...
Dear Friends, This has been a challenging week in the financial markets with much of it attributable to concerns over the COVID-19 Coronavirus outbreak...
Madison is closely monitoring the coronavirus outbreak, and our hearts go out to those affected. From an investment perspective, our opinion of the likely outcome depends...
It’s been widely reported that 2019 was a great year for financial markets. By all accounts, even a simplistic portfolio of 60% stocks (of the...
Legendary investor, Benjamin Graham (1894-1976) is widely considered the father of two fundamental investment disciplines: security analysis and value investing. In his 1974...
Americans will soon be bracing for a barrage of political signs, commercials, and mailers as the 2020 presidential race approaches. A common question...