The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
More Videos
“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
Watch Now
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Watch Now
Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
Watch Now
