Featured Insights
How We Think
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.
Quality is one of those words that appears to represent a simple truth—it seems self-evident that high quality is always preferable to low quality, no matter the subject at hand. Everyone wants quality, especially at a good price. But what is quality when it comes to investing?
In this white paper, we discuss return on equity (ROE), how we use it, and why we believe that it can be a useful criterion for selecting stocks that can provide attractive returns over long periods of time.
Flashy investment supernovas have captured investors’ attention for the last decade. As the market cools and returns become more volatile, we have observed a resurgence of interest in risk-first investing.
Some investors may focus on short-term stock fluctuations and speculative gains, but stock prices are dynamic and influenced by various factors, and can often overshadow a company’s long-term potential.
Successful market timing can boost short-term returns, but it is fraught with risks and challenges — boosting returns in this manner consistently is incredibly difficult, if not impossible.