Investment Insights
- GVA’s Advantaged Subset Versus a Standard Value Approach (March 2021)
- COVID-19 Market Meltdown and Bear Market Dynamics (April 2020)
- 2019 Global Market Review and Outlook (January 2020)
- GVA’s Fundamental Research and Stock Selection Process (October 2019)
- How GVA Thinks About Risk (October 2019)
- What to Expect From GVA in Growth and Value Markets (October 2019)
- Where Are We in the Value Cycle? (September 2019)
- Emerging Markets: The Trade of the Decade? (May 2019)
- GVA’s Approach Unconstrained Versus Constrained (March 2019)
- Why Strong FCF Companies Outperform and GVA Compared to Peers (March 2019)
- GVA’s Advantaged Subset: Consistent Across Markets
- How Consistently Do Companies With Positive FCF and Positive Shareholder Yield Outperform?
- How Did GVA’s Approach Perform Through the 2008-2009 Recession?
- Shareholder Yield: Breaking Down the Components
- Why GVA Focuses on Internally Financed Companies