Alexander & Baldwin: Local Risks, And A Speculative Value Case

Group 1 - The article discusses the willingness to take riskier bets in REITs for greater long-term total return prospects [1] - The author emphasizes a focus on equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities [1] - There is a mention of a strong background in quantitative research, financial modeling, and risk management, highlighting expertise in both fundamental and technical analysis [1] Group 2 - The collaboration between the author and their research partner aims to deliver high-quality, data-driven insights through a blend of rigorous risk management and a long-term value creation perspective [1] - The article expresses a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis to provide actionable investment ideas [1]