Opportunity through adversity

Watch the Global and International Value Equity team at Delaware Investments elaborate on its investment philosophy and unique chemistry.

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when I look at adversity in the companies that we follow I look at it in two ways it could be either a macroeconomic issue or it could be a company specific issue that's affecting that company at a particular time and what I want is a good company that's facing a temporary issue causing it to get Miss price by the market and other words buying stocks that appear risky when in fact they are far less risky than people think that kind of issue can create valuation disparities which are great opportunities within the equity markets and it can happen in any Market in any kind of industry by the key is understanding the company and what really drives its revenue and profitability our focus is companies with high barriers-to-entry solid balance sheets and strong competitive positions as well as capable management teams that have successfully Shepherd their business is true both good and bad times I feel that I know every member of the team well and I feel that everybody heal brings a very different skill and I think he will very well as a team and actually it makes our portfolio more robust and interesting we are ready to it was a big influence of the time we are very serious people would we are together we are right down to business but we also are very effective at helping to fill the gaps that others may have checked on this is something that happens both formally or an hour at our investment research meetings but also in a very informal matter as we go from office to office to to work on individual problems that pop up as soon as the research process continues to have seven different people from all over the world and various different backgrounds there's very little group thing everybody comes into ideas with total different angles then at the end of the day we feel like we're making better decisions because of me

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