Return to Video Archive
Performance Prospectuses and Forms
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
Share Return to Video ArchivePerformance Prospectuses and Forms
More videos from Clipper Fund
Podcast: Has Market Dispersion Turned Investors into Speculators?
In a market characterized by a handful of wildly expensive growth companies, the sweet spot may be “growth” businesses at reasonable valuations, and “value” companies with underappreciated growth characteristics
Listen NowHow Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch Now