Finding Value in an Expensive Market: Long and Short Opportunities 3 May 2024 Portfolio manager Nate Palmer, CFA, shares his insights on navigating market cycles, evaluating company fundamentals and constructing a well-balanced long-short portfolio. (25 min video) Watch
Embracing Opportunities on Both Sides: A Long-Short Investing Perspective 2 May 2024 In our latest article, discover how we spot undervalued gems and short overvalued companies. With examples like Labcorp and YETI, learn how rigorous business analysis drives our approach. (8 min read) Read
Avoiding the Interest Rate Assumption Trap 25 May 2023 Rising rates have meaningfully impacted how the market is valuing some businesses. PM Nate Palmer, CFA, CPA, shares how we evaluate businesses in a low-rate environment and the potential pitfalls of interest rate assumptions. Read