Deep Value in Disruptive Market Environments

Bill Hortz's picture

[Numerous articles have been tolling the bells for value investing over the past few years, but the truth is that while value has not been the best relative performer, increased market volatility and disruptive industry events have been feedi

The Art and Science of Client Engagement

Bill Hortz's picture

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

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