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Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

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Value oriented portfolio of mid cap equity holdings

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Value oriented portfolio of large cap equity holdings

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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

July 1, 2022

The American Story: Conversations with Master Historians

David M. Rubenstein

David Rubenstein, the author and co-founder of the highly successful private equity firm Carlyle, introduces each historian and then continues with a more in-depth discussion of the person in question. It makes for an entertaining, educating, and easy read that encourages the reader to dig deeper into each of these famous subjects. From the Founding Fathers through President Reagan, the book provides a snapshot that will “whet the appetite of the reader to learn more about American history.” As David McCullough describes John Adams, we think curious investors with a “profound and very often lifelong interest in history” will prosper over time.

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