Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
Granite Announces 2013 Fourth Quarter and Year End Results
Capgemini: Tangled Web of IT Applications Stunts Digital Transformation
Our top managers continue to put money into wide-moat firms.
AXA 2013 Results - Interview with Chairman & CEO Henri de Castries
J.P. Morgan Chase to cut thousands more jobs: FT