Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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The Bursting of the Speculative Bubble
The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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