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.

Vinnie Costa explains why he believes the future of investing will be defined by the successful integration of human expertise and machine intelligence