Matt Swaim, managing director at Chicago-based value shop Advisory Research, says he understands perfectly well why value stock returns will outpace growth this year.
On a recent flyover, Taylor and fellow observer Zach Swaim photographed a new mother, No. 2660, who's named Gannet because she has a bird-like pattern on her head.
While financial stocks have gotten all the attention this year as the place to be for value, Swaim says Advisory Research sees more opportunity in industrial assets in the U.S. He argues these companies are generating higher cash flow.