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?
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The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Why an active management approach to the Financial Sector?
Our bottom-up, active approach can better identify company-specific risks, and uncover great businesses at below average prices
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Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations.
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