Below is a market commentary 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 […]
Overview: KLA-Tencor Corporation, is a leading provider of process control and yield management solution. Their products and offerings help companies manage yield throughout the entire semiconductor fabrication process—from research and development (“R&D”) to final volume […]
RAFAEL RESENDES is the Co-Founder of The Applied Finance Group, LTD., a Founding Managing Director of Toreador Research and Trading, and a Founding Managing Member of AFGI. Founded in 1995, The Applied Finance Group […]
Overview: Quanta Services (NYSE:PWR) is one of the largest providers of specialty infrastructure contracting services to the electric power and oil & gas industries in the U.S., Canada, Australia and other Latin American markets. The company’s […]
Stephen Hamer, CFA Portfolio Manager CIBC Wood Gundy – Hamer-Allen Group AFG Client Since 2012 1.Can you tell us a little about the Hamer-Allen Group (Who you serve, philosophy)? We provide a full range […]
The AFG50 returned 7.51% in the 4th quarter, outperforming the S&P 500 by 139 bps, with 8 of the 11 economic sectors outperforming their respective sector benchmarks. In 2017, the AFG50 returned 23.48% on a […]
This is an example report from our latest Quarterly Focus List (QFL) which highlights 5-7 buy ideas that our analyst team finds most compelling for the near-term future. If you would like to learn more […]
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