Get Active – Q4 2010
Taxes are going up, input prices are soaring, consumers are getting hit on various fronts and mounting government debt levels make delevering very challenging, to say the least. The financial markets have done very well up to this point. But the days of everything moving up together are over and an astute investor must navigate through the company specific bombs on the horizon. Now is the time when active management counts and you get paid to be right.