Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
For current performance and expense ratio:
DUSA, DFNL, DWLD, DINT
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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
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What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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