Recent Insights

Month: January 2021

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  • Iron Capital Perspectives
  • January 21, 2021
  • Chuck Osborne

Is It Value Season?

For what seems like years now, we have been talking about the market’s unhealthy skew toward large-growth companies. Some of our clients have even taken to making fun of me because of my insistence that this will pass. The season will change, value is coming.