News & Insights

H&W President Scott McBride Featured on The Weighing Machine Podcast

H&W President and Portfolio Manager Scott McBride recently participated on Episode 79 of Orion’s The Weighing Machine podcast, where Scott discussed H&W’s approach to value investing.

 

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The portfolio manager’s views and opinions expressed in this podcast are as of March 23, 2021. Such views are subject to change and may differ from others in the firm, or the firm as a whole. The portfolio manager’s comments include some estimated and/or forecasted views, which are believed to be based on reasonable assumptions within the bounds of current and historical information. However, there is no guarantee that any estimates, forecasts or views will be realized. Any discussion or view on a particular company, asset class/segment, industry/sector and/or investment type are not investment recommendations, should not be assumed to be profitable, and are subject to change. General examples provided are for illustration purposes and should not be viewed as expected results. In the event of new information or changed circumstances, H&W reserves the right to change its investment perspective and outlook and has no obligation to provide revised assessments and opinions.

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A value-oriented investment approach involves the risk that value stocks may remain undervalued or may not appreciate in value as anticipated. Value stocks can perform differently from the market as a whole or from other types of stocks and may be out of favor with investors and underperform growth stocks for varying periods of time. Value and growth investing styles will go in and out of favor during different economic environments. Growth investing tends to work well during speculative, momentum-driven markets, while value investing tends to work well following recessionary periods.

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