Factors leading to growth outperformance do not appear sustainable. We believe the current environment is particularly well-suited to our absolute value investment process.
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.
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.
In this edition of Analyst Insights, Cathy Lloyd updates us on how the pandemic has shaped the Technology, Communication Services, and Utilities sectors and what she’s looking for when evaluating investment opportunities.
Value: Has Outperformance Only Just Begun? In this edition of Poplar Forest Insights, we discuss why now may be an opportune time to rebalance portfolios towards value strategies.
In this edition of Analyst Insights, Nick Wells updates us on how the pandemic has shaped consumer behaviors, e-commerce demand, and what he’s looking for when evaluating investment opportunities.
In this edition of Analyst Insights, Steve Burlingame updates us on COVID vaccine developments, key trends in the Healthcare sector, and what he looks for when evaluating investment opportunities.
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.
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.
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.
