BBR Partners has been navigating markets, volatile and calm, for over 25 years. Over time, tactics have evolved, but our core principles have remained unchanged. Co-founders Brett Barth and Todd Whitenack, joined by Portfolio Strategist Rob Pierce, sit down for a candid conversation about our core principles, an ever-evolving toolkit, and the dynamic current opportunity set. This video and podcast conversation expands on our recent piece, BBR at 25: Investment Lessons and Philosophy, going deeper on what 25 years of client focused investment management have taught us and how BBR continues to evolve. 25 years in, we are continuously improving. *Recorded March 2026. The markets and the world have moved since we filmed this. Our thinking has not. IMPORTANT DISCLOSURE INFORMATION This presentation by BBR Partners, LLC (“BBR”) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from BBR or any other investment professional of your choosing. We believe the information contained in this presentation to be reliable; however, we do not warrant its accuracy or completeness. Certain estimates, investment strategies, and views expressed are based on past or current market conditions and on information provided by third parties, which has not been independently verified and is subject to change without notice. Due to various factors, including changes in market conditions or applicable laws, the information presented may no longer reflect current opinions or positions. To the extent that any portion of the content reflects assumptions and/or projections, no such content should be construed or relied upon as an absolute probability that such an assumption or projection will prove correct or projected result will occur. To the contrary, a different result (positive or negative) can, and most likely will, occur. Materially different results could occur at any specific point in time or over any specific time period. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither BBR’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if BBR is engaged, or continues to be engaged, to provide investment advisory services. BBR is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. A copy of BBR’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bbrpartners.com. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the eff Learn more at bbrpartners.com
