This QV Update examines portfolio risks through the lens of insurance.
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.
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Credit Considerations
2020-01-24, Clement Chiang
Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.
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Q4/2019 Commentary
2020-01-03, Joe Jugovic
Abnormally low/negative bond yields continued to push investors to search for higher returning investments, prolonging the current equity cycle.
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Emphasis On Durability
2019-11-22, Clement Chiang
Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
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Founding Principles
2019-11-15, Vanessa McNabb
Quality and Value. These principles define our investment process, helping us generate attractive risk-adjusted returns for our clients over the long term.