BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    27 February 2023

    While growth stocks were plummeting in 2022, our team was busy examining company financial statements, researching industry dynamics and meeting companies, their competitors, suppliers, and customers. This process provided us with strong signals on where the best opportunities are in the market.

    Episode 3: Our value stock picks for 2023

    In part three of the Good Value Series, we reveal our stock picks for 2023 and share our thoughts on which sectors we believe offer the greatest opportunity for sustainable returns and outperformance in 2023 and beyond.

    27 February 2023

    Jason Kim

    Portfolio Manager
    Expert insights into reporting season.

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    The big picture: what lies ahead for 2024?

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    5 low P/E stocks with top management teams.

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    3 stocks on the rise (and 2 beaten-down darlings).

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    ESG INSIGHTS
    Where nature meets business: The TNFD framework.

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    ESG INSIGHTS:
    Can renewables get the world to net zero by 2050?

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