Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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