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Consolidation in the Chemical Industry
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
We believe the chemical companies we own are well-positioned in the long run to benefit from any number of scenarios as chemical industry consolidation continues.
Branded Apparel and Footwear: Navigating a New Paradigm
Industry Perspective: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
Amazon and other third-party e-commerce platforms present a higher growth avenue for most brands, but this opportunity does not come without risks.
Focusing on Fundamentals in the Electric Utility Industry
Industry Perspective: A Monthly Research Analyst Series
By Harsh Acharya, CFA
We feel more compelled to invest in utilities when our total expected return is competitive with that available in other sectors.
LST&D companies’ growth is being driven by several secular trends including lower-cost genetic testing, expansion of the middle class in emerging markets, and increasing use of biologic drugs.
Milking Value Out of the Dairy Industry
Industry Perspectives: A Monthly Research Analyst Series
By Greg Sumner, CFA
We believe the long-term outlook for the dairy industry, and therefore its suppliers, is quite attractive.
Revisiting Valeant Pharmaceuticals
Industry Perspectives: A Monthly Research Analyst Series
By Brian Fontanella, CFA
We continually try to improve our decision making and learn from both our successes and mistakes.
Health Care Re-reform
Industry Perspectives: A Monthly Research Analyst Series
By Kyle Schneider, CFA
We have been deliberate in targeting companies whose competitive advantages should persist under any reasonable outcome.
Finding Value in Discontinued Insurance Business
Industry Perspectives: A Monthly Research Analyst Series
By Krishna Mohanraj, CFA
As long-term investors with low turnover in our portfolios, we welcome opportunities to stay invested with companies that can create value across business cycles.
The Long and Short of Retail Investing
Industry Perspectives: A Monthly Research Analyst Series
The nature of retail—fragmented and highly competitive—makes it difficult to increase prices year in and year out.
The debate between active and passive management that has reverberated for years in equity markets is now shifting to fixed income. We believe it is critical for investors to understand the intricacies of passive management in high yield fixed income....
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