In our latest webinar, portfolio managers Pim van Vliet and Jan Sytze Mosselaar provide the outlook for the Conservative Equities strategies in 2021 and beyond. They explain the model and investment philosophy, discuss the differences between cyclical and defensive value stocks, and outline why the prospects for the funds are looking their best since their inception 15 years ago.
During the session, we covered:
How conservative stocks are well-positioned for the next market rotation
The difference between defensive and cyclical value stocks
Why the underlying thesis behind the low vol style still holds