The Nasdaq Boom – 2026 Feels Uncomfortably Similar to the Start of 1998!

Markets have been volatile, quality investing has faced some real headwinds, and there are genuine questions worth unpacking about what's driving that. Adrian's presentation, "This is No Time to Blink," covers the evidence for why owning quality businesses at reasonable prices remains a sound long-term strategy, where the pressure points are right now (GLP-1 disruption, AI's impact on software, shifting consumer dynamics), and where we're finding opportunities that we think the market is undervaluing. Backed by 14 years of Northstar Global Equity performance data, this is a presentation grounded in process, not narrative.