Over the past few months we have been sharing our thoughts on macroeconomic trends that may impact our thoughts on stocks, segments of the market and the overall attractiveness of the market. Last month we […]
Quarterly Market Review: 2018 Q3 A primary theme of all of the content in this report is based on increasing evidence related to an upcoming shift in investor preference towards value stocks. Growth has been […]
About AFG’s High Dividend (HD) Focus List: The AFG’s High Dividend (HD) Focus List aims to recommend a list of 25-35 undervalued equities in the US (may include ADRs) that offers attractive dividend yields. This […]
Our research team has recently started highlighting some interesting market insights and macroeconomic trends they follow that impact decision making on individual securities. We would like to share these unique insights with our readers. Last […]
Below is an excerpt from the quarterly review of our flagship strategy, The AFG50. The AFG50 is a large core, sector neutral, low turnover strategy that has consistently delivered strong performance vs. the S&P500 with […]
Below is one of the companies that was a part of our Summer Quarterly Focus Buy List. This list is designed to highlight 5-7 new buy ideas every quarter that are attractively priced and have […]
Last month we started a new series designed to identify macro trends and information we are following that might impact our thoughts on individual securities. Last month we highlighted global themes like the China vs. […]
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