Core Viewpoint - The article emphasizes the importance of rational decision-making and long-term value investing, highlighting the author's experience in managing a diverse investment portfolio focused on ETFs and value-oriented investments [1]. Group 1: Investment Philosophy - The company adopts a long-term value investment philosophy, prioritizing rational decision-making and downside protection [1]. - The analysis aims to provide clear, research-based insights into valuation, fundamentals, and risk, supporting disciplined investing [1]. Group 2: Investment Focus - The company has experience in various investment vehicles, including US and foreign equities, closed-end funds, ETFs, and open-end mutual funds [1]. - The focus remains on identifying investment opportunities that align with the company's interest and expertise [1].
VT: A Core Holding, But Not A Conviction Buy
Seeking Alpha·2026-01-20 04:22