Topics covered: Well-Diversified Global Portfolio, Value Investing, Undervalued Stocks, Predictable Operating Metrics, Multiasset Funds, High-Quality Companies, Focus on Dividends, ESG-Focused Companies
Companies covered: First Industrial Realty Trust, Inc. (NYSE:FR), Ctrip.com International, Ltd. (NASDAQ:CTRP), Exxon Mobil Corporation (NYSE:XOM), International Business Machines Corporation (NYSE:IBM), Basic Energy Services, Inc. (NYSE:BAS)