DFAT: Concentration Risk, Slow Growth, And Valuation Concerns

Core Viewpoint - Value investing is often perceived as outdated and ineffective compared to growth stocks, but this perception is misleading [1] Group 1: Investment Strategy - Philipp is a seasoned value investor with nearly 20 years of experience, focusing on global investment opportunities [2] - The investment approach seeks undervalued companies that provide a significant margin of safety, leading to attractive dividend yields and returns [2] - Philipp emphasizes investing in companies with a solid earnings track record that are trading at less than 8 times free cash flow [2]