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Long-Term Thinking in the Cyclical Housing Industry
Industry Perspectives: A Monthly Research Analyst Series
By Micah Martin, CFA
The first rule in a cyclical business is that you have to be able to survive the trough of the cycle and come out on the other side.
Driving Our Investments into the Future
Industry Perspectives: A Monthly Research Analyst Series
By Brian Bath, CFA
We look for companies that recognize important trends such as electric and autonomous vehicles and take the appropriate steps to position themselves for success over the long term.
The Great Drug Pricing Debate: Could Value-Based Pricing be the Panacea?
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
Value-based pricing looks like a pragmatic long-term solution that ought to be implemented more broadly.
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 Perspectives: 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 Perspectives: 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.
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