An ETF Right for a New Era of Defense Spending

Published on March 13, 2026

Supported in part by a growing U.S. defense budget, legacy aerospace and defense ETFs are performing admirably. A trio of those funds each have more than doubled over the past three years.

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Year-End Letter for 2025: Deep Value

March 13, 2026
Deep value stocks remain our highest conviction long-only investment idea. Globally, they trade at abnormally wide discounts and offer attractive expected returns in an environment where many equities trade at elevated valuation levels.

US Department of Labor cites Florida construction contractor after 2 workers severely injured, 1 fatally electrocuted

March 13, 2026
SEMINOLE, FL – The U.S. Department of Labor cited a Florida utility construction contractor for Duke Energy after one worker was electrocuted and two others injured at a Seminole site in August 2025.Investigators with the department’s Occupational Safety and Health Administration determined a work crew from Primoris Services Corp. – operating as Primoris T&D Services LLC – was replacing a utility