Tips by Kevin McCreesh

Many value investors will buy the cheap company when there’s just a turnaround story attached to it, but we patiently wait for the fundamentals to...
We replace portfolio holdings later in their earnings cycle and at the high end of their valuation range with those that have the opposite...
We’ll have no more than 30% in any one sector, which is meant to insure that we won’t follow a very strong sector as it grows in importance in an...
Tags: risk, sector