In our Q2 newsletter we explore the dramatic lift-off of income-oriented, Value:
– Cascade of alpha for Income-oriented Value: We explain what happened, and why, we believe, it will continue.
– Winner Takes ‘Sm’all: Small Cap has started to come good again, and we believe this is just the start.
– The virus to watch in 2021 isn’t a coronavirus (it’s a meme): The rise and fall of the “winner takes all” meme had an antidote: high active share and bottom-up stock selection. We explain how Rothko’s models have added value by identifying opportunities within value chains of mega-caps, while avoiding the “honey-pot” names.