Posts by Jane Lee
The Power of Compounding
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The content and applicable data are in support of our views on said topic. Please see additional disclosures at the end of this…Read More
China continues to dominate headlines and has become an increasingly important topic of discussion in the investment community over the last few years and for good reason. When China was just a small player on the world stage, the consequences of its actions may have been negligible. However, given the extent of China’s global scale…Read More
The Impact of Inflation
The Impact of Inflation: What factor types are better suited to withstand inflationary environments? We examined the performance of two portfolios – one constructed of high quality companies and the other of low quality companies – to determine how they behaved during periods of elevated inflation. We define elevated inflation as those periods where the…Read More
Is the Rotation to Value Real?
The Growth/Value Relationship Over Time United States history is punctuated by watershed economic events that are, for better or worse, defining periods in history with far-reaching economic impacts. Periods of deep economic crisis, as well as eras of dramatic prosperity, have long shaped our nation. Value investing has long held a structural advantage over growth…Read More