As we approach back-to-school season, we thought it might be timely to riff on that staple of teen fashion magazines everywhere and serve up a list of what’s “in” and what’s “out” according to our Marshfield style guide.

This quarter, we played our usual game of “tag” with the broader stock indexes.

Watch the panel discussion from the 2023 Marshfield Investor Conference.

Marshfield Concentrated Opportunity Fund operates differently enough from the pack to stand out.