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There is a ‘super sale’ in Big Tech and other ‘high-quality’ stocks, says this fund manager

Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to one of its founders.

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Institutional Investor features Applied Finance – How a Small Manager Won a Huge Pension

Employing a strategy that is a little different from many of its peers, the value investor secured a mandate from GPIF — the world’s largest pension — in October, following a due diligence process that started that summer. Value has been underperforming since the global financial crisis, but started to come back in 2021. […more]

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