Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)
Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)
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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Financials – Underappreciated and Undervalued
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.
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