Chuck Bath: How I Evolved as a Value Investor 22 February 2023 Portfolio manager Chuck Bath, CFA, discusses broadening his horizons from quantitative value to considering business quality and explains his thesis for owning some big tech names. Read
January's Rally: More Speculative Euphoria Than Fundamentally Driven? 10 February 2023 Was January’s market rally driven by speculative euphoria or was it fundamentally driven? Portfolio manager Chuck Bath, CFA, shares his insights and the economic reasons why previous market leadership doesn’t guarantee future leadership. Read
Opportunity Amid Uncertainty 18 May 2022 We sat down with PMs Chuck Bath, CFA, Austin Hawley, CFA, and Chris Welch, CFA, to discuss recent market volatility and where they are finding opportunity amid the uncertainty. Read