What Kind of September Will It Be?
Real Vision: Finance & Investing
00:00
Is Heltger Quality a Funny Thing?
You have to think of them differently if you're thinking about it from an earnings perspective, as opposed to grouping them in sort of tech or mega cap tech. And i would consider those high quality companies, and they fit the bill a whereas like tessla's never been in that portfolio. So ybit the big a fang names are often do make it into that portfolio. Heltger quality is not amoramorphosa factor. We like that about it. The one thing it doesn't get is thecyclical sectors like energy. Value is very much like financials, materials, energy, a low vall stocks are, you know, utility staples, things like that.
Play episode from 33:38
Transcript
