Research & Videos
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1. |
00:00 |
Introduction |
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2. |
00:07 |
Every Year Is Unusual in Its Own Way |
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3. |
02:50 |
Performance |
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4. |
03:21 |
Considering Our Base Case for Macro Factors |
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5. |
06:09 |
The Portfolio Remains Cheap |
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6. |
06:37 |
Engery - Appears Primed for Improved Sentiment and Valuation |
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7. |
08:07 |
Fourth Quarter 2017 Sector Attribution |
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8. |
08:59 |
What We Don't Own |
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9. |
09:34 |
For Further Information |
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10. |
09:43 |
Disclosure |
