Tags Value

value

Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my radar three months later. That’s because the value arena is...
Will Small Cap Value Outperform Growth in 2017?

Will Small Cap Value Outperform Growth in 2017?

The beginning of a new quarter brings with it the inevitable request for a discipline-specific outlook. That’s especially true at the beginning of a new year. As you’ve seen in videos published in the...
Risks and Rewards in Value for 2017

Risks and Rewards in Value for 2017

Risks and rewards. In the value arena, these are the two Rs that my team’s world revolves around. Investing is never without risk, but our job is to identify opportunities that have a high...
Thinking Outside the Brick and Mortar with Retail Investments

Thinking Outside the Brick and Mortar with Retail Investments

The holiday shopping season is usually the most wonderful time of the year for retailers. Over the past few years, however, it’s brought attention to the mounting pressures traditional retailers face on their business...