Quality Growth
Global equities specialists since 1984. We provide a boutique investment experience for institutional and intermediary clients around the world.
Quality Growth Boutique Year-End Review & Outlook
Quality Growth Boutique
From China to France to the United States and Brazil—the status quo came under siege in 2018 and extreme uncertainty reigned throughout the year. Equities reacted with unprecedented turbulence, as investors struggled to decipher between conflicting data points and policy actions. As we prognosticate what’s in store for 2019, we are reminded of the words of New York Yankees catcher Yogi Berra: “The future ain’t what it used to be.”
In this interactive webinar, Matthew Benkendorf, CIO of the Quality Growth Boutique, reviews the events of the past year and highlights important issues that may impact the markets this year.
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Quality in emerging markets: A new era of compounding growthInsight correlati
Quality Growth Boutique
Quality in emerging markets: A new era of compounding growth
We believe emerging markets (EM) are reasserting themselves as a compelling source of long-term growth. This article explores the structural forces driving the resurgence, why quality investing has historically outperformed in EM, and why a forward-looking, active approach is essential for identifying tomorrow’s enduring compounders.
Quality Growth Boutique
Open vs. closed models: Cheap intelligence and the economics of the AI buildout
This article examines the central paradox of the AI economy: intelligence is becoming dramatically cheaper even as technology companies invest record sums in AI infrastructure. It explores the AI value chain, token economics, the open-versus-closed model debate, and whether soaring usage can offset falling prices as compute supply remains constrained.
Quality Growth Boutique
Quality investing: focus on predictable and resilient growth
Our Quality Growth team outlines an approach to building resilient portfolios that can also deliver attractive growth. The team seeks to identify companies with superior profitability, predictable earnings growth, and appropriate valuations. They classify quality companies into three categories: Leaders, Defenders, and Opportunistic, while balancing growth and stability.
Quality Growth Boutique
China Luxury: Green shoots or a structural shift?
China’s luxury market is being reshaped: ultra-high-end brands remain resilient, while mid-tier players face pressure from premium and domestic competitors. Consumers are shifting spending toward experiences and local brands, with uneven recovery and opportunities emerging in platforms and adaptable operators.
Quality Growth Boutique
Waiting for the “fat pitch”: Lessons from the 2026 Berkshire Hathaway Annual Meeting
Portfolio manager Ed Walczak shares his thoughts on his trip to the Berkshire Hathaway annual meeting, his 30 th visit. He focuses on investing versus speculating in today’s AI-obsessed market, and how sticking to a discipline might be harder but more important than ever.
Quality Growth Boutique
Silicon is the new oil: Why the AI compute cycle still has runway
Like oil once powered the industrial era, chips have become a key input powering broad economic activity, with expectations for demand to continue through 2026 and into 2027. In our view, “picks-and-shovels” companies should benefit regardless of which model, hyperscaler, or foundation lab ultimately wins.