International Shark Attacks Domestic Portfolio
Last week our CIO, Mark Scalzo, answered the question, Why Global?? In his post, he pointed out five compelling reasons […]
No Turning Back – Nearshoring is Here to Stay
For the first time since 2003 the US is importing more from Mexico than China based upon a 12-month moving […]
Why Global?
Why is global equity exposure important? Here’s why… • De-Globalization. Globalization homogenized returns – for countries, for companies. De-globalization means […]
VGI Named to PSN Top Gun Q2 23
Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q2 2023 Quarterly PSN Top Guns […]
Secular Growth is the Best Kind of Value
As we scour the investment landscape for inflections – meaningful signals that presage a future that is more dynamic than […]
Industrial Real Estate Update Q2 2023 – No Zero-Sum Games
In a recent article the Wall Street Journal discussed the state of industrial real estate in Southern California, traditionally an […]
Does the Way Small Businesses Feel Matter? Probably.
The recent NFIB Small Business Optimism Index (the “SBO Index”) from July revealed some interesting information. The index is part […]
VG Global Growth Celebrates its 10th Birthday and Number One Status
It was ten years ago we launched VG Global Growth. And what a way to celebrate–with a number one peer […]
Out of the Frying Pan, Into the Fire
We’ve recently seen what’s being called “frying pan” charts entering the economic lexicon. The “handle” of the pan being on […]
Early Adopter – A page from the playbook of some of the biggest and the best?
It’s one thing to copy or borrow (some might say steal) someone else’s IP. in fact, many “creators” would argue […]