Is it time to be rotating from global “quality stocks" to global “cyclicals”?
In April 2021, In the Room host Stephen Backhouse welcomed Dodge & Cox’s Senior Vice President and Director of Research, Bryan Cameron, to discuss value versus growth and even asked the question, are oil companies dead?
As of 31 December 2021, Bryan Cameron will be retiring from his role at the company after starting his career at Dodge & Cox in 1983. In the 38 years since, he has experienced historic economic cycles, standout career highlights and even tougher markets. Stephen chatted about some of these momentous events from Bryan's career and gained valuable insights into his views on what the future might hold.
Watch below as the pair chats about ESGs, why the firm hold financials, and whether they are seeing a rotation in value versus growth.
About the Webinar
Is it time to be rotating from global “quality stocks" to global “cyclicals”?
During this hour-long webinar, we will explore key investment themes, including:
Established in 1930 in San Francisco, Dodge & Cox is one of the most experienced and largest money management firms in the world. The firm provides professional investment management services to individuals, advisors, corporations, retirement funds, and tax-exempt institutions through separate accounts, the Dodge & Cox Funds, and Irish UCITS Funds. Dodge & Cox is an independent, employee-owned firm. This independence allows the firm to make decisions in the best long-term interests of clients and shareholders. The firm's investment philosophy is built on traditional principles: maintaining a long-term focus, conducting independent research, and employing a rigorous price discipline.
