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Article: Excess capital yield: A better framework for value investing
Investment Insights

After a decade of lagging growth stocks, value investing is seeing a resurgence.

May 9, 2025

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Win Big or Win Often: Which Matters More?

January 31, 2025
Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

A Guide to Interval Funds

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Interval funds may provide access to potentially higher-yielding, less-liquid securities while also offering periodic liquidity.
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