Return to Video Archive
Performance Prospectuses and Forms
Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Share Return to Video ArchivePerformance Prospectuses and Forms
More videos from Clipper Fund
The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
Watch NowThe Advantages of Being a Global Investor Today
Many countries have managed their economies and stimulus programs more conservatively than the U.S., and may have less inflation risk.
Watch Now