America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.
When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar for cracking the code on value tech.
Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.
Harnessing the full potential of working women could drive faster GDP growth, alleviate wage pressures and address the labor supply challenge as the U.S. ages.