Article: Excess capital yield: A better framework for value investing
Investment Insights

After a decade of lagging growth stocks, value investing is seeing a resurgence.

May 9, 2025

Library

Filter and Sort
Reset
Filter / Tags
Topics
Asset Class
Content Type
Tags
Article Series

Behind the Metrics: The Science of Finding Good Value

June 25, 2025
Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.

Tariff Gambit: Our Thoughts on Weathering the Volatility

April 10, 2025
The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.

Win Big or Win Often: Which Matters More?

January 31, 2025
Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.
Top