Portfolio Managers John Gillespie, Jason Kish and Kevin O’Brien sat down and answered 11 questions regarding the team’s unique value-investing philosophy, lessons learned from past experiences and thoughts on running their business. In today's blog, they answer two questions regarding the...Read More
Many investors have followed the rise of the FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google (Alphabet)) during this economic cycle, but many are unaware of just how large a piece of the S&P 500 Index these five companies have become. If you include Microsoft, which boasts a market...Read More
Over the past two weeks, we have discussed the underperformance of value stocks relative to growth stocks during the current market cycle. However, when it comes to assembling a portfolio of value stocks with the strongest risk/reward characteristics, there are myriad different approaches. While...Read More
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