Tag: relative value active manager
Beating the benchmark while giving fund holders needed diversification. A MarketWatch profile.
Now that it may be time to invest in consumer-discretionary stocks, Di Zhou explains why she likes companies with high pricing power.
We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.
Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.