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Quality Growth Boutique
2021-02-25_MU_us-tech_teaser
Market Update

What’s justified and what’s not in the hype over US technology stocks

While COVID has been a key source of disruption across multiple facets of our lives, the virus-induced effects have served a useful purpose by accelerating some important business trends that were already underway. We can all agree data proliferation and the continued digitization of the world certainly are not slowing. What's less clear is which companies will benefit.

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Quality Growth Boutique
2021-02-24_VP_qg-china-a_teaser
Viewpoint

A Prudent Approach to Navigating Equity Markets in China

Chinese equities can offer an exciting and dynamic opportunity, but investors must navigate a complex regulatory environment and quickly changing competitive dynamics. Our research team sheds light on the outlook for e-commerce giant Alibaba, how to approach the A-shares universe and pressing issues investors face in China today.

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Quality Growth Boutique
2018-06-06_mp_china-a-shares_teaser
Market Update

Will rising anti-monopoly regulations impair the growth of the Chinese internet giants?

Alibaba had hoped to position Ant with a greater emphasis on the “tech” part of the business and the margins and returns that usually accompany that model, but now it clearly could be a much less profitable, albeit still very large and successful, financial holding company. Portfolio manager Brian Bandsma breaks down what increased regulatory scrutiny means for some of China’s large internet companies.

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Quality Growth Boutique
2021-02-11_VP_hey-you-never-know_teaser
Viewpoint

"Hey, You Never Know" – A Lottery Ticket or an Investment?

Investors could try their luck like the NY State Lotto ad “Hey, You Never Know” suggests. But successful investing over time is not a game of luck. It requires discipline and skill. “Lottery Ticket” stocks – fast growing yet unprofitable and highly valued companies – and other signs of market exuberance amid rising economic uncertainty warrant attention.

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Quality Growth Boutique
2021-01-20_QG_a-change-in-administration-in-the-US-typically_teaser
Market Update

A change in administration in the US typically has little impact on long-term market returns

The market craves stability and transparency. As an efficient auction mechanism, it relies on visibility to price stocks and economic activity. Typically, the market—and people in general—do not like change, but this time, as we stand at the precipice of a tremendous change, what we are seeing is actually a potential return to real stability, normality and transparency.

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