Insights
International equities: Avoiding value traps
August 14, 2024
While our strategy has underperformed – we believe our value investment process is time-tested and built to help us avoid value traps.
Daniel A. Nicholas, CFA
Client Portfolio Manager
Recent Commentary
What goes up… keeps going up. But we aren’t buying it. | U.S. equity market commentary 2Q 2024
As growth stocks continue to dominate, we take a closer look at what might really be driving this dynamic....
Amidst elections and volatility in Europe – we see opportunity | International equity market commentary 2Q 2024
Despite short-term price volatility, the future of value investing—especially overseas—looks extremely promising. We believe neglected areas of the market...
Don’t let them scare you out of bonds: The fixed income value proposition must look beyond supply | Fixed income market commentary 2Q 2024
We believe the bond market is rising from the 2022 rate reset and supply challenges and offers attractive risk-adjusted...