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Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

August 1, 2026

Growth Without You: How AI Rewires Work, Wealth, and Investing

Paul Krake

Krake’s book is a strong guide to the investment implications of AI. He shows that the old cycle playbook was already broken before AI arrived: years of zero rates did little to speed growth, and the later historic rise in rates did little to slow it, because successive waves of friction reduction had already smoothed the economy. AI then completes the shift by commoditizing intelligence, concentrating gains with capital, lifting margins, and reducing the need for broad hiring. The implication is to own the AI stack and the power behind it, rather than wait for a recession that the old models keep predicting. For value investors positioning around the current build-out, this is the more useful and relevant read.

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