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Aaron Dunn, co-head of Value Equity at Morgan Stanley, discusses the 'opportunistic-value' investing strategy, which focuses on identifying quality businesses that demonstrate strong fundamentals and cash flow. This approach is particularly beneficial in volatile markets, allowing investors to capitalize on dislocations when good companies are undervalued. Dunn highlights key characteristics to look for in potential investments, such as a solid business model and effective capital allocation, with McDonald's mentioned as a prime example.
Source: YAHOO