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.
We Continue to View Large Cap Stocks Favorably
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]