What types of companies should be avoided, and which stand to benefit from the end of the easy money era
More Videos
Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)
Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
Watch Now
Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
Watch Now
Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
Watch Now
