P/E vs PEG: Looking Beyond the Headline Valuation

A P/E ratio shows what investors are paying for a company’s earnings. A PEG ratio helps assess whether the company’s expected growth justifies that price. One of the most common ways of evaluating a listed company is through its Price-to-Earnings, or P/E, ratio. Investors often assume that a company with a low P/E is reasonably […]

Discipline in Investing: Why I Pay More Attention to the Sortino Ratio Than Returns

In wealth management, the most common question investors ask is straightforward: what return did the portfolio generate? It is a valid question, and understandably so, because returns are the most visible and easily comparable outcome of any investment strategy. However, over the years of managing portfolios and working closely with entrepreneurs, business owners, and families, […]