and its Morningstar category average since the start of 2020 and over the past five years. The Milwaukee-based fund has a five-star rating from Morningstar.
The fund's success, McWey said, comes not just from finding the cheapest names in their category but in identifying the reasons a stock can move higher. "We think of investing as the price versus the quality versus the fundamental forecasting trade off. It's not just about the price, even if we are value investors," McWey said. "I think it's the marriage and the balancing of all three things."
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:
Pro Can you explain the NakedShorts news surrounding AMC & GME please?
Pro Naked shorts yeah. - Melissa Lee, cnbc (2021)