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.
With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.