In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.
Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.