Animal Spirits Podcast cover image

Talk Your Book: Large Cap Alpha

Animal Spirits Podcast

00:00

How to Pick a Value Company

We're not strictly a growth portfolio, we look at earnings and revenues acceleration. We believe that over time, this leads to price momentum. It does tend to overweight a lot of the growth companies, but it doesn't mean that we can't pick a value company because you're looking at the earnings and revenues momentum.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app