For us, valuation is a very important part of our investment philosophy. But finding companies trading below our estimate of their intrinsic valuation has become more challenging as the US stock market marches to all-time highs.
One sector where we continue to see considerable opportunity is the energy sector. In fact, using analysis from Citigroup, it is the only sector in the US market that trades below its ten-year price-to-book...
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Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
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