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Performance Prospectuses and Forms
In An Era of Expensive “Growth”, Uncovering Earnings at a Discount
Earnings multiples remain elevated. “Story” stocks dominate, then crater. Insights into a portfolio of durable companies that has grown faster than the index, but can be acquired at about half the price of the index.
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Areas of Opportunity in e-Commerce, Industrials and Financials
Why select Tech leaders, Industrials and Financials are well positioned, undervalued and may have the pricing power to weather or benefit from inflation/interest rate pressures
Watch NowImplications of the Dispersion between Growth and Value?
How five years of massive outperformance by “Growth” reminds us of previous market cycles: Unrecognized risk in the overvalued, and significant opportunity for those who remember the importance of price
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