Millennials, Valuation, and the Development of our Investment Process

Mar 04, 2021 |Grace Wang and Samuel Jang
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

Dec 18, 2020 |Grace Wang and Samuel Jang
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

Jun 05, 2020 |Grace Wang and Samuel Jang
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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