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This article is adapted from a talk I gave at The Zurich Project. I'm a quant. But unlike most quants, I run a concentrated, fundamentals-based portfolio. More than 50% of my fund is invested in only eight companies, and they're Yuval Taylor is a hedge fund manager, author, and analyst who has ..…
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Valuation rerating is justified by stronger forward earnings and profitability outlooks, with upside potential from Fab Right initiatives and continued AI data center growth. By Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis, we expected ON ...
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