The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
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Q2 2024 Market Commentary
2024-07-10, Mathew Hermary
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.
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QV Market Insights – May 2024
2024-05-22, Mathew Hermary
Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.
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What Comes Around
2016-03-18, Mathew Hermary
Although there have been periods of similar underperformance in the past, value investing has historically been a superior way to generate long term returns.
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Obscurity In The Average
2015-11-20, Mathew Hermary
Interpreting averages and aggregates can be a lot like peering at the ocean from an airplane. Both offer a glimpse of something large from a little window.