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