Many investors misunderstand the opportunities and risks in China. Why? In our view, they are operating from an outdated perception of China’s economy.
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Misperceptions about financials that create opportunity
Regulatory risks; lessons from some big financials that are stronger and more dominant today than before the financial crisis
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Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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Barron’s interviews PM Chris Davis – Podcast
Where we are now in the market cycle, opportunity in “undervalued Growth” and durable “growing Value” plus the mindset of a successful investor in volatile times
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