At the start of 2022 we saw nosebleed valuations in growth equities with early recessionary concerns. That backdrop proved to be a difficult environment for equity investing across the board throughout 2022. In 3Q we stated that “opportunities to us seem[ed] clear and significant.” And in the Fourth Quarter we saw a strong reversal towards Value equities. Our portfolio saw double digit returns in what seemed to be a ground swell of investor focus on business fundamentals. Is this sustainable into 2023?
In this webinar we will discuss:
- A strong 4Q22. Where did the performance come from?
- Activist investor influence is on the rise. Where and why?
- There are clear signs of market support towards value equities. We will detail several.
- Our positioning to take advantage of the first potential “tailwind” that value equities have seen in a decade.
For Institutional Investors Only – Not Intended for Retail Audiences. The potential for profits is accompanied by possibility of loss. Past performance does not indicate future results.
Recording Duration: 00:45:00