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.
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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