With the potential for continued market volatility, what can the early February equity market correction teach us as investors? Are there lessons beyond the wisdom offered during major volatility swings like stick to your long-term goals? We think so. As investors who actively search the market for opportunities in any macro environment, we see value in maintaining focus on two variables: an investable company’s fundamental strengths and its plans to deploy those strengths for consistent growth. In this blog post, we offer a quick post-mortem on the recent correction, and discuss a potential way forward for volatility-aware investors in search of opportunities.
Mid-cap manager Bryant VanCronkhite, CFA, CPA, presents his views for mid-cap value stocks with the help of Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Asset Management.