Gerrit Smit, head of equity management at Stonehage Fleming, dives into US equities
Many investors are again debating the merits of active against passive, or growth against value investing. With the current sharp market rotation toward value, backers must see potential for more sustainable performance today than they have suffered since the Global Financial Crisis, with their value stocks delivering only half the returns of growth. However, rather than debating value versus growth investing, investors should look for well-managed companies with strong balance sheets that have sources of sustainable, above average organic growth. It is abundantly clear that the ...
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