Millennials, Valuation, and the Development of our Investment Process

Millennials, Valuation, and the Development of our Investment Process

 March 04, 2021 |Grace Wang Portfolio Management Practice
In this installment of our investment journal, we would like to discuss demographic shifts within the investments industry. Over the next 20 years, it is estimated that there will be a $68 trillion inheritance transfer from Baby Boomers to Millennials...
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Valuation

Valuation

 December 18, 2020 |Grace Wang Portfolio Management Practice
Valuation is principally important for several reasons: First, valuation tells us what expectations have been incorporated into the market. Given our focus on identifying high quality companies, we want to assess which of these high quality companies...
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Secular growth as a defensive investment

Secular growth as a defensive investment

 June 05, 2020 |Grace Wang Portfolio Management Practice
On May 15th, 1997, Amazon became a public company at a price of $18/share. $10,000 of seed capital invested in 1997 would have grown to $12 million as of May 2020. This example highlights the power of secular growth. Rather than trying to time the markets...
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