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

Poplar Forest Analyst Insights: Technology and Communication Services Q&A

2020-08-28T22:20:54+00:00

In this edition of Analyst Insights, Cathy Lloyd talks about what she looks for when evaluating opportunities in Technology and Communication Services, how the COVID-19 pandemic has impacted the industry, and discusses growth opportunities for tech companies beyond 2020.

Poplar Forest Analyst Insights: Technology and Communication Services Q&A2020-08-28T22:20:54+00:00

Poplar Forest Analyst Insights: Financials Q&A

2020-06-11T19:11:50+00:00

In this edition of Analyst Insights, Derek Derman frames the impact of the COVID-19 pandemic on the Financial Services sector, highlights how banks and insurance companies are much stronger now than during the financial crisis, and discusses some of his highest conviction investment ideas.

Poplar Forest Analyst Insights: Financials Q&A2020-06-11T19:11:50+00:00

Poplar Forest Analyst Insights: Coronavirus Update & Healthcare Overview

2020-06-11T19:13:23+00:00

The global spread of the Coronavirus (COVID-19) is creating panic in financial markets.  We appear to be in a period of maximum uncertainty characterized by a rapidly expanding list of questions, but few, if any, answers.  Over the coming weeks, it seems likely that patient counts may dramatically increase in the U.S. and create some short-term pressure on economic activity.  As patient counts rise, the American media will predictably stoke public fears of an intractable pandemic.  Contrary to these fears, we see encouraging reasons to believe that an effective therapy could be approved within the next few months.  We also believe the fatality rate in the U.S. could be much lower than in China, where smoking is more prevalent.

Poplar Forest Analyst Insights: Coronavirus Update & Healthcare Overview2020-06-11T19:13:23+00:00
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