Equity Return Strategies
Patrick discusses the foundational elements of equity returns, emphasizing three primary sources: business growth, multiple expansion, and capital returns. He highlights the importance of diversification across these return sources and explains how momentum can effectively predict future fundamental growth, often outperforming traditional valuation metrics. The conversation delves into the nuances of value investing and the potential for recovery in undervalued businesses.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Patrick O’Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Related Questions