Core Insights - The article emphasizes a fundamentals-first approach to investment analysis, focusing on uncovering mispriced assets that the market has overlooked [1]. Group 1: Investment Philosophy - The company has managed investments since 1999, gaining experience across multiple market cycles [1]. - A background in Economics and ongoing CFA certification supports the analytical framework used [1]. - The analysis conducted is intended for personal use, rather than simply providing buy or sell recommendations [1]. Group 2: Market Environment - The current investment environment is characterized by algorithm-driven strategies that often prioritize sentiment and technical factors over fundamental analysis [1].