We published an update on JPM on May 4, 2022. A copy of the associated Earnings Update report is here.
We closed the CAT position on July 19, 2021. A copy of the associated Position Update report is here.
We closed the SPG position on November 16, 2021. A copy of the associated Position Update report is here.
Reliable research provides investors with an advantage in times of uncertainty. Our superior earnings analysis[1] shows that the COVID-19-induced market turmoil left many high-quality stocks severely undervalued. Since April, we’ve identified several companies with strong underlying earnings and valuations implying profits would never recover from COVID-induced lows.
Our “See Through the Dip” thesis acknowledges that most of these firms’ profits are on the decline in the short term, however, their fundamentals, along with ample liquidity, will enable them not just to survive the economic downturn, but also thrive in a recovery. These stocks should be held through the market turmoil as we expect them to outperform the crowded passive strategies over the long term.
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