E3: Thought Leadership

Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives

Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst & Portfolio Manager, Jeremy Baier, CFA cover several of the firm’s thought leadership topics:

Executive compensation: Tracking levels of executive compensation with economic value creation.
Beats and misses: The diverging effect of beats and misses on stock prices.
Style-based investing: Examining growth versus value within sectors.

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