Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.
The Power Of Consumer Brands
2021-09-17, Richard Fortin
Although brands are intangible and often difficult to value, their benefits are real and measurable, and can often result in meaningful value creation.
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Quality And Value Through Dividend Growth
2021-05-14, Richard Fortin
Not all dividend strategies are created equal. Including long-term dividend growth companies in investment portfolios can yield tangible benefits.
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Share Buybacks: Financial Sleight Of Hand Or Legitimate Capital Allocation Tool?
2020-01-31, Richard Fortin
The growing prevalence of corporate share buybacks has drawn the ire and condemnation of many market observers. Here are our thoughts.