Moody's: Time To Reassess Lagging Ratings Agencies (Rating Downgrade)

Group 1 - The company aims to invest in firms with ideal qualitative attributes, purchasing them at attractive prices based on fundamentals and holding them indefinitely [1] - The investment strategy involves managing a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company plans to publish articles on such investments approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The company often rates high-quality firms as 'Hold' due to insufficient growth opportunities or excessive downside risks [1]