The View from the Blue Ridge

We believe ongoing communication and transparency are two of the strongest pillars underlying the trust and confidence of our investors. We created The View from the Blue Ridge to share our thinking with investors more regularly. It is in this spirit that we aim to provide you with more frequent updates on our portfolio strategy and investment philosophy while navigating an increasingly complex market landscape. Click here to receive weekly email updates from The View from the Blue Ridge or copy this link for our RSS feed.  And check out our current views below.

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Research & Letters

Over the years, our ideas about specific securities and investment themes have evolved with the opportunity set, but the philosophy and process used to identify investments has remained consistent over time. This collection of investment letters, white papers and presentations illustrates the evolution of our thinking. Click here to subscribe to The Broyhill Letter – our strangely addicting and occasionally sarcastic updates on portfolio strategy, investment letters and research – or check out some of our recent publications below.

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In the News

These articles have appeared in various periodicals and publications over time and are not a complete list of writings about Broyhill. This content has not been updated since originally published and Broyhill’s views may have since changed. The articles are provided solely for information purposes and should be viewed accordingly.

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Broyhill Library

Fundamental research forms the foundation of our investment process. We have learned a lot over the years but begin each day looking forward to learning more. As a result, the size of the Broyhill Library will surely expand over time. These books have helped to shape our perspective on investing and sharpen our thinking.

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The View from The Blue Ridge
Yes, I'm a popup. But I'm really an introvert at heart, so I'm just going to hang out here in the corner. But while we're here, why not subscribe to our (almost) weekly ramblings, ruminations and reflections. We'll send you an email (almost) every Friday afternoon - a brief synopsis of any articles, letters, or presentations published that week (assuming we even had something worth sharing). Goes great with a cup of afternoon coffee before the weekend. How's that sound?
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