A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.Watch Now
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.Watch Now
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations.Watch Now