By Lewis Johnson - Chief Conclusion Our valuation discipline is at the heart of how we manage portfolios. Why? Because if you pay too much even for a good company, you can “be right” about the future and still lose[…]
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April 5th
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Portfolio Construction for a Challenging World,
Indicators
By Lewis Johnson - Chief Conclusion Prolonged market rallies act as a reinforcing mechanism to investors reaching for that extra yield without pausing to consider the risk associated with their actions. By no means is[…]