InView's insights on markets:

  • Price systematically overreacts to transitory psychology or events without regard to Value.

  • The subsequent adjustment (or mean reversion) of Price is predictable. Former "losers" ultimately become "winners".

  • The greater the overreaction, the greater the subsequent Price adjustment.

These insights lead to tenets which drive our investment process:

  • Price/Value disparities are prevalent in the market.

  • Price tends toward Value in the long run.

  • The greater the Price/Value disparity, the greater the potential return.

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