Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and...
Portfolio Manager Akhil Subramanian and Co-Chief Investment Officer John Goetz discuss the current opportunity in China for value investors, including companies they find most...
Uncertainty is at exceptional levels. The halt in activity today is unlike slowdowns we’ve seen before, and it’s affecting companies in a variety of...