Investment Team Voices

“Safety Stocks” Fall Short of Expectations

U.S. Growth Equity Team Perspectives by Scott Becker, CFA
August 12, 2016

Scott Becker, CFA, SVP and Head of Portfolio Specialists, discusses concerns about the valuations of low-to-no-growth “safety stocks” amid recent data that suggests expectations have been too high.

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Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant
May 17, 2016

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

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