Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?

2023-05-18T20:16:44+00:00

The stock market appears to be forecasting an upcoming economic environment that is meaningfully different than the signals being provided by the employment market and interest rates. Which expectations are correct? This paper discusses our thoughts on this disconnect and the types of companies we favor.

Questions of Value — Do Expectations for Employment, Interest Rates, and the Stock Market Add Up?2023-05-18T20:16:44+00:00

Questions of Value — What Do You Have to Believe For Growth to Outperform Value

2022-03-21T23:21:38+00:00

This is the first in a series of memos in which we will address common questions from our clients about the Partners Strategy and Value investing. In this insight, we discuss why we believe the value opportunity in our Financial Services holdings is compelling in the current interest rate environment.

Questions of Value — What Do You Have to Believe For Growth to Outperform Value2022-03-21T23:21:38+00:00

Questions of Value — Interest Rates and Financial Services Stocks

2021-11-18T15:51:28+00:00

This is the first in a series of memos in which we will address common questions from our clients about the Partners Strategy and Value investing. In this insight, we discuss why we believe the value opportunity in our Financial Services holdings is compelling in the current interest rate environment.

Questions of Value — Interest Rates and Financial Services Stocks2021-11-18T15:51:28+00:00
Go to Top