Investment Research

Growth is the new defense

Why the market is where it should be, and why finding companies with high cash margins in growth sectors is the new defense.

David R. Hines David R. Hines, CFA
BIO

Earlier this year, we launched a series of lectures describing our investment philosophy, including our approach to these unprecedented market conditions. In his presentation, David Hines, Director of Research, articulates why the market is where it should be, and why finding companies with high cash margins in growth sectors is the new defense.

Related Articles

Investment Research

Tenth Anniversary Research Note

Reasons for the current Bear Market are many, but even in combination they pale in comparison to the real estate induced financial crisis of 2008.

Investment Research

Keeping Recent Volatility in Perspective

Rather than react emotionally to volatility in the equity markets we remain disciplined in our process.