With mega cap stocks dominating large cap indexes, investors face a dilemma: Either accept the risks of a highly concentrated and crowded market, or look elsewhere for growth. Our solution? Diversify into small cap names that offer high growth potential at discounted valuations, with compelling near-term catalysts.

Ethereum’s evolution from an idea to a powerful and versatile platform is reshaping how financial services are built, delivered, and owned. Behind it is a whole value chain for investors to consider.

Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

Bitcoin’s evolution is driving innovation, portfolio diversification, and the rise of a powerful ecosystem of companies powering the digital economy.

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.

The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties. But while it’s business as usual for some sectors, others are facing a panoply of new challenges, compounded by the accelerating AI revolution. Our experts take a look at how to play this complex new landscape.

Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.

We are closely monitoring developments, but our base case is a minimal economic impact, especially with the Fed able to support growth with rate cuts.