The evolving world of SPACs, MEMEs, IPOs and FAANGs have shifted the dynamics for investors. Join the Fiducient Advisors U.S. Equity Research Team to hear how these dynamics have impacted our manager selection process and ultimately client portfolios. Topics to be discussed:
• Superstar Companies and the Disappearance of the Value Rebalancing Premium
• Innovation in Healthcare
• Emergence of Young and Unprofitable Companies (“YUCs”)
• Growth of the Intangible Economy – The Demise of Value, The Innovation Premium and Value Adjustment
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