Barron’s recently sat down with Kevin Holt, co-manager of the Invesco Comstock Fund, for a conversation on lessons in value investing he’s learned from more than 25 years of managing the fund.
Key takeaways:
Read the article to learn more about the team’s latest views.
China’s significant policy shift is light on details, but it could be very positive for the economy. However, our bullish stance on our China holdings doesn’t depend on these policies.
The second quarter saw small-cap earnings edge out large-cap earnings. And growing evidence suggests this trend could continue.
China and India have experienced massive divergence in stock market performance over the past few years. Here’s how we view the opportunities in each market today.
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