FAANGs Gone Value

FAANGs Gone Value

Guess who showed up as value this summer?! One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or...
Minestrone Soup and Bear Markets

Minestrone Soup and Bear Markets

Market Declines Are When Investors Do Their Hardest Work We’ve narrowed the scope of our quarterly perspective to focus squarely on the predominant issue that is on many investors’ minds at present — the current (and certainly temporary) bear market for global...