Deeper Look at Two Recent Buys
Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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Areas of Opportunity in Financials
Financials are early in a long-term revaluation as investors recognize their increased capital strength, credit quality, durability and how they may benefit from rising interest rates (25-30% earnings growth in the first year for a 100bp rise in rates)
Watch NowLooking Past the Headlines to Uncover Investment Opportunities in China
How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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