One of their current rebuttals to value investors from those investors not in the value church (and boy, there do seem to be a lot of them these days) is that our stocks are cheap for a reason.
With the clearest value opportunities currently found in energy, banks and consumer-related stocks, it is true there are some structural issues that value investors need to wrestle with. Although we...
Joined with 21 Partners
Consequences could be more severe than in stress tests
Move to variable operating expenses
Set to happen on 4 April