We are raising our fair value estimate for the narrow-moat company.
Many of the highest-yielding names are undervalued today.
Funds focus purchases in basic materials and consumer sectors.
Several funds see value in basic materials and communication services
Large-cap strategies disappoint on the back of stock market volatility at the end of 2019.
Nine of the top 10 conviction purchases are undervalued.
Several funds see value in industrials and financial services; Berkshire Hathaway sells airlines stock.
These stocks are among the top holdings of some of our favorite investment managers.
Despite the WeWork debacle, flex space gives office real estate a new lease on life.
Several funds see value in the technology, healthcare, and energy sectors.
Large-cap strategies disappoint on the back of stock market volatility in late 2019.
Managers continue to buy wide-moat stocks.