High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
00:00
The Challenge of Growth Investing
We use the value line universe and we pull data on all 2500 or whatever number that is, and we go through them manually on a monthly basis. Use that to calculate what our value for it is based on a model that Ron developed in the 70s. The primary inputs to that are return on shareholder equity and inflation. And we look for companies of interest.
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