In this webinar, Portfolio Managers Pim van Vliet and Jan Sytze Mosselaar outline why they are more confident than ever that Conservative Equities will be attractive going forward. Their portfolios are trading at their highest margin of safety since the strategy began in 2006. Moreover, elevated market valuations usually mean higher downside risks in which low-risk stocks win through.
During the webinar we have covered:
Why we buy less well-known companies that offer stability and attractive yields
The strong academic and empirical foundation that underpins Conservative Equities
How the strategy is robust if faced with corrections, inflation or slower earnings