“Fragile Value” & “Speculative Growth” Areas to Avoid

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"

The qualities to look for in an active manager that have fostered outperformance versus the passive indices

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.