Core Insights - The current year has shown a positive trend, particularly in the demand for value-focused investments, which has exceeded expectations [1] Group 1 - There is a strong surge in demand for value-focused investments, indicating a successful rotation thesis [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, emphasizing dividend growth and high-quality compounders [1] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1]