“Industry Perspectives” 2Q 2021
There are definitely parallels between the recent deep COVID-19 led recession and the 2008-2009 version. In both cases, central banks and governments pumped money into their economies through various stimulus measures. And in both cases, as the economies recovered, there were concerns about the Fed turning off the tap and the risk of rising inflation.
In this latest Industry Perspectives, we discuss:
- The Federal Reserve taper tantrums are typically minor and short-term in nature.
- At present we would view a meaningful correction in the stock market as a buying opportunity.
- Some worry exists if treasury yields were to rise much higher than our current thoughts.
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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