A Guide to Using Valuation-Driven Investing to Help Your Clients

In a market environment where prospective returns are low, valuation-driven investing can be a consistent source of superior returns. Here's how you can discuss our approach with your clients.

In this report, you will learn how to:

  • Approach portfolio strategy when diversification isn’t enough

  • Avoid some of the most common value "traps"

  • Keep your strategies productive and invest with a margin of safety