Our lead principal and Portfolio Manager Jeffrey Bronchick, CFA was asked to do an interview with Ross Roggensack of Oak City Consulting.  Sartorial choices aside, this was a wide open discussion about the topic d’jure in our world – when and why “value” is not dead.  “When” on the other hand remains an interesting variable for which to solve.

There are two things we know for certain: you will not get it 100% right and if you are not in any way “there”  as it turns, you will have difficulty committing and “earning it.” Investment life is not about being a hero, it’s about leaning into “historical inflection areas.”  We are in one.