Markets and Economy Market experts take a deep dive into DeepSeek
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction.
January 30, 2025
Equities
Barron’s article: Q&A with Kevin Holt on 25 years of value investing
October 17, 2024
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:
- Applying classic value-investing techniques, the Invesco Comstock Fund management team focuses on identifying a company’s normalized profitability and cash flows. This can involve a 20-year deep dive into the background of the company and its industry.
- The team believes that owning companies that are overly acquisitive, lack strong management teams, or don’t have properly aligned management incentives can significantly hinder a fund’s performance.
- Holt describes where the team is currently finding opportunities among the energy, banking, and healthcare industries.
Read the article to learn more about the team’s latest views.
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