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Investment Team Voices

Finding Opportunities in a More Muted Growth Environment

John Hillenbrand
October 5, 2023

Over the short- and intermediate-term, improved real returns on capital can drive higher equity prices, and we see attractive long-term upside in the US equity market from current market levels, which we believe are at fair value for most US companies.

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Quality Growth Holds Its Appeal as Economic Pressures Mount

Matt Freund, Michael Kassab
October 5, 2023

In an environment where growth may prove increasingly scarce, we believe asset-light companies with the flexibility and financial strength to continue funding their growth initiatives—regardless of the economic backdrop—should be able to outperform. As a result, we continue to favor quality growth companies with stellar balance sheets and attractive free cash flows.

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