Applied Finance

Helping investors understand the difference between “value” & #ValuationDriven® investing, how to measure corporate performance, and understand wealth-creation.

[Saul Marquez @PositivelySaul]

Two of our funds just crossed 500 million 😃:

Small cap value
https://t.co/454Ey6e0zt

Large value

https://t.co/LICkbazbby

[Rafael Resendes @rresendes]

I’m honored, by the confidence GPIF placed in AFCM and our Intrinsic Value Driven©️framework to select us as one of their active managers. Amazing peer group.

So easy to ignore our track record being small and undiscovered but they didn’t. Grateful. 🙏

https://t.co/UYfFUZpA7S

[Applied Finance @AppliedFinance]

You can also follow the Applied Finance team on Twitter:

@rresendes
@dk_bergen
@caustin34
@saulmarquezafg
@JohnHoltFinance
@PaulBlinn

[Applied Finance @AppliedFinance]

Applied Finance's Valuation Driven Market Review is available for download.

➡️Which factors drove returns in Q4 2022
➡️Attractive segments of the US Market heading into 2023
➡️The rise in Small Cap attractiveness
➡️Applied Finance Factor/Strategy performance

A few highlights:

[Applied Finance @AppliedFinance]

If you enjoy our market insight and want to continue to learn about Valuation Driven portfolio construction...

follow us on Twitter @AppliedFinance and sign up for our newsletter The Valuation Edge.

https://t.co/xQoDUaRCgr

[Applied Finance @AppliedFinance]

You can also follow the Applied Finance team on Twitter:

@rresendes
@dk_bergen
@caustin34
@saulmarquezafg
@JohnHoltFinance
@PaulBlinn

[Applied Finance @AppliedFinance]

Discount rates have been the dominant theme of 2022.

Cost of capital SHOULD impact asset prices; uncertainty about rates SHOULD lead to asset price volatility.

With that in mind, it's a mistake to assume that discount rates are the ONLY driver of equity prices.

Here's why:

[Applied Finance @AppliedFinance]

If you enjoy our market insight and want to continue to learn about Valuation Driven portfolio construction...

follow us on Twitter

@AppliedFinance

and sign up for our newsletter The Valuation Edge.

https://t.co/xQoDUaRCgr