After idling for decades, electric vehicles (EVs) are finally ready to charge ahead. Changes in the regulatory landscape, decreasing costs, and a substantially wider range of buying options have transformed the industry and created a powerful secular growth trend. One little known electronics supplier, Aptiv PLC, is particularly well-positioned to take advantage of the opportunity.
Why Secular Growth Matters, and How We Find It—Osterweis
Growth stocks have lagged cyclicals so far in 2021, but we remain steadfast in our belief that secular growth is the key to generating long-term returns...
Why Financial Stocks Represent the Most Attractive Opportunity in Today’s Market—Davis Advisors
Despite the sharp market recovery from the COVID panic of 2020, financial stocks remain misunderstood, mispriced and primed for long-term revaluation.