Value

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Is the technology cycle creating a set up for a comeback in value stocks?

03 January 2025

On: Value, Growth, Artificial Intelligence

The AI revolution has Wall Street buzzing. Companies like NVIDIA , Palantir and Tesla have seen their stocks soar, and tech giants are racing to integrate ChatGPT-like capabilities and Artificial Intelligence at large into their products and Services. But amid this tech euphoria, we are noticing an interesting pattern that could signal a major market shift ahead. For the past decade, Growth has been the clear winner. Tech-focused growth stocks have dominated the market, with the likes of Apple,

By David J La Placa, Founder | CEO

In search of value....

13 November 2018

On: portfolio Management, Growth, Value, Stocks

As you will see in the following pages, we have been hard art work looking for what are the best values in the marketplace. The October selloff as expected has begun to open up opportunities for us. While we have been saying for quite awhile that a correction was due, and that we would continue to see “growth scares”, we have been very patient at adding equity exposure. Rightly so. Now that the market has hit a generic 10% correction, we deem this level as proper to get a bit more proactive on

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