The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

More Videos

Free Cash Flow Yield as a Measure of Value (2:13)

Free Cash Flow Yield as a Measure of Value (2:13)

The insight that this obscure statistic can reveal about the valuation of a business
Watch Now
What to Own and Avoid in a Changing Environment

What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets
Watch Now
Why All Financials are Not Created Equal

Why All Financials are Not Created Equal

“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More