- Finding Value in a Momentum Market Deep Value Select argues that momentum-driven AI and semiconductor valuations embed overly optimistic assumptions, while smaller value companies and energy remain overlooked. It added to Crescent Energy and Gray Media after price declines, initiated Coty as a turnaround investment, and sees Bloomin Brands’ operational transformation supporting margin recovery. Q2 BLMN $689MCOTY $2.3BCRGY $4.4B
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