With the conflict in Ukraine dominating headlines, we consider the long-term implications for investors in European markets.

At the third anniversary since inception, an update on our Focused European Equity strategy.

Our take on the past year, and how we intend to navigate markets in 2022.

As we pass the halfway mark of 2021, Drum Hill Capital offers its views on the economy and markets going forward.

With so much ink having already been spilled on the horrible year that was 2020, we see little reason to review the past year in any...

In June of 2019, we put together a brief presentation titled, "How We Look at Growth vs. Value: A Long-Term Perspective”. In it, we...

With the first half of a tumultuous year behind us, Drum Hill Capital reflects on the outlook for global growth and markets going forward.

Drum Hill Capital offers its take on the volatile start to 2020, and discusses its positioning for the uncertain path ahead.

As 2019 began, many investors found themselves reeling from December’s intense market rout, which capped off the worst year for U.S....

A recent visit to Antwerp sparked some initial thoughts on renewable energy and other "global challenges".

Recently, we had the opportunity to meet with the management team of Nobina AB, the Nordic region’s largest and most experienced public tran

For years now, it’s seemed as though the “age of mobile payments” has always been just around the corner. Apple Pay launched in 2014,...

Zach Olson, our Director of Investment Research, was recently interviewed on the Investing City Podcast. Investing City started its...

As the year began, most investors found themselves still shaken by the dramatic market rout that had occurred in the final quarter of...

A Year to Re-position... As this year drew to a close, we found ourselves in the midst of a fairly significant market decline. This...

Over the past year, I’ve had the opportunity to visit several cities in Latin America, as I seek to learn more about the region. My most...

Shifting Views… Looking back on the past six months, one of the more striking shifts we have encountered is an increased willingness on...

An Improving Outlook… Many felt that 2017 would represent a continuation of the previous year’s excitement, tumult and unpredictability....

Reasons for Optimism Yet again, we saw equity markets continue to rise amidst an improvement in the outlook for global growth. The U.S....

Last month, I had the opportunity to attend Berkshire Hathaway’s Annual Meeting. This “Woodstock for Capitalists” fully lives up to its...