web analytics

We Continue to View Large Cap Stocks Favorably

Rafael Resendes, Co-founder of Applied Finance, shares his view on the stock market crash. He warns of panic selling and explains why Facebook, McKesson and Aptiv are attractive value plays.


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]

ValuationEdge™ Newsletter

Join to receive updates and exclusive

Valuation Driven® insights!

You have Successfully Subscribed!