Joining the Ben Graham Annual Investing Conference in NYC was thought-provoking and enjoyable! We spent the day exchanging ideas on the current macro environment and the state of value investing - both domestically and internationally. One of our favorite speakers and our friend, Katrina Dudley CFA, spoke on the international panel about her views on value plays in the European market, highlighting the importance of cyclicality and valuation differences in Europe vs. the US. We agree that value investing often provides risk mitigated allocation opportunities, especially with a longer term-time horizon!
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BIP. Monticello Consulting Group
Monticello Consulting Group is a trusted management consulting firm servicing clients in the global financial services industry. Our mission is simple—to provide exceptional management consulting services by focusing on three core principles for our clients: value creation, superior execution, and uncompromising integrity.