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The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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The biggest risks today may be hiding where investors feel the safest
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A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.
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