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Nataliya Kofman Profile
Nataliya Kofman
Equity Portfolio Manager

Insights By Nataliya Kofman

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Value vs growth Macro and market iStrat Small-cap Equity Top of Mind iStrat program Article Tactical allocation
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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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Adam Berger, CFA

Nataliya Kofman

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7 min
Article
2025-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Equity Large-cap Article
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Quality value: getting (more than) what you pay for?

Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?

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By

Nataliya Kofman

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Article
2025-03-31
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