What if the market's biggest opportunity is hiding behind an outdated story?

In a new in The Globe and Mail article, Pender Equity's Laura Baker argues that investors often anchor to familiar narratives long after the facts have changed leading to investing missteps. Current case in point, while mega-cap technology companies continue to dominate headlines, earnings growth and valuations may be telling a more nuanced story.

It's a thoughtful look at the gap between perception and fundamentals, and why paying attention to both matters and may be rewarding.

Read more (this article is featured behind the subscription wall): https://www.theglobeandmail.com/investing/globe-advisor/advisor-stocks/article-why-market-narratives-often-outlive-the-data/