Public Investments

Stocks and bonds continue to be foundational to many portfolios. We have covered a broad range of public investment strategies for decades, getting to know the managers and resulting spin-offs. We have an exceptional team of experienced investment professionals who engage with managers and conduct in-depth due diligence across a diverse range of strategies to find appropriate investment managers for clients’ portfolios.

 

In this edition of VantagePoint, we explore the historical drivers of the value risk premium to determine if there have been any fundamental changes since 2007, the start of the global financial crisis, and to understand conditions that must be present for a sustained period of value outperformance.