Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics he finds relevant to today’s investing environment. Topics include his foundational approach to risk management, why he is value driven versus valuation driven and how he views passport companies.
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.