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WNS Holdings: Generating Attractive Returns Amid Brexit Uncertainty
Industry Perspectives: A Monthly Research Analyst Series
By Nate Palmer, CFA, CPA
At times, excessive focus on macroeconomic events by other market participants may create opportunities for us to invest in businesses at a discount to intrinsic value.
Racing and Rockstars: Investing in the Rapidly Changing Media Industry
Industry Perspectives: A Monthly Research Analyst Series
By Kavi Shelar, CFA
Investing in disrupted industries that are changing quickly is difficult, but we believe our long-term, intrinsic-value philosophy enables us to navigate these waters.
An Overview of the Connectors and Sensors Industry
Industry Perspectives: A Monthly Research Analyst Series
By Jayant Jangra, CFA
We believe the connectors and sensors industry is an attractive place to look for investment opportunities.
Financial Technology: Disruption and Opportunity
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
Keeping abreast of the changes in financial services is more important now than ever before.
African Swine Fever & the Protein Industry:
What You Need to Know

Industry Perspectives: A Monthly Research Analyst Series
By Micah Martin, CFA
We believe that protein prices around the globe will likely increase significantly over the next six to nine months, but the timing, magnitude, and geographical risks remain highly uncertain.
Some will say the fast-moving tech industry will be the death of traditional auto companies, but we would argue this is simply the jumpstart the auto industry needed to evolve and maintain its position.
Specialty Pharma: In Search of Value Beyond the Headlines
Industry Perspectives: A Monthly Research Analyst Series
While investors continue to be concerned about balance sheets and litigation risks in this space, they are disregarding some important positive developments during the last year that we believe bode well for the future.
RPM International: Where Opportunity Meets Preparation
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
Our... thesis for RPM was driven by a belief that the company was well-run from a top-line revenue perspective given the strength of its brands and strong track record of organic growth.
Keeping an Eye on China
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
Although the favorable backdrop in China for Western brands could persist for some time, we believe we are at the point for valuations where more things could go wrong than right.
Aircraft Engine Manufacturers: Providing the Thrust
Industry Perspectives: A Monthly Research Analyst Series
By Harsh Acharya, CFA
Delayed profitability makes commercial aircraft engine manufacturing companies susceptible to being undervalued, a fact that is especially evident to us as long-term investors.
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