Webinar

Webinar

This material has been prepared for, and is suitable for, institutional investors only.



Table of Contents

 Firm overview

1:13Trade wars

1:44Influence on research decisions

3:08Opportunities

5:48Market overview

6:27Performance overview

9:07Portfolio activity

9:55Q&A

Table of Contents

 Firm overview

0:37The value cycle and the opportunity for deep value

3:18Are “safe,” or stable stocks, safe?

4:16Value opportunity: European banks

6:00Long-term outlook for value

7:47Value’s performance after wide valuation spreads

9:25Portfolio update

9:53Contributors and detractors

12:24Portfolio activity

13:42Cheap stocks are recovering

14:59Energy exposure

16:04Financials in a low rate environment

Table of Contents

 Firm overview

1:13Reflections on value cycles

2:13Overview of small cap environment

3:31Opportunities

6:48Performance overview

11:12Portfolio activity

13:30Q&A