“Industry Perspectives” 2Q 2020
As the daily case count of the COVID-19 virus in the U.S. has shifted back into its growth phase, following the reopening of the economy, many regions are re-instituting lockdown measures in response. This could disrupt what has been an improving outlook for consumer sentiment, consumer spending, and unemployment.
In this latest Industry Perspectives, we discuss:
- In response to the crisis, the avalanche of grants, loans, and government stimulus provided to businesses and individuals, as well as massive bond purchases by the Federal Reserve, has been unprecedented.
- Significant industry changes are occurring and some businesses might be permanently displaced, however others will see the crisis as an opportunity to start new businesses in categories that did not exist prior to the onset of the global pandemic.
- The changes adopted over the past several months since “social distancing” has become the norm throughout the world, are hopefully a once-in-a-lifetime, and new “normal” social behaviors, that otherwise would have taken a generation to adopt, are being widely accepted overnight.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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