Put simply: investing in China-based companies is a perilous endeavor. Screening out geographies with inadequate corporate governance and financial controls is essential to Managed Asset Portfolios’ process.
Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite reads.
We look towards election night and its potential effects on markets: tax policy and pandemic response included.
MAP still follows the fundamental principle of value investing: buy when the price is below the value of the company.
