Insight

PM Spotlight: Focusing on Value to Invest Through the Cycle

Bryant VanCronkhite is a senior portfolio manager and co-head of Allspring’s Special Global Equity team. The team looks for market inefficiencies using a CPA’s knowledge and approach to analyzing financial statements.

Bryant VanCronkhite, senior portfolio manager and co-head of Allspring’s Special Global Equity team.

5/6/2025

6 min read


Topic

Equities

Key takeaways

  • The team’s forward-looking approach focuses on a company’s balance sheet capacity, while the market mostly focuses on a company’s income statement, which is backward-looking.
  • The goal: Hold companies underappreciated by the market for their flexibility to make acquisitions, fund internal investments, or return capital to shareholders.
  • Those companies with balance sheet flexibility are believed to offer stability during tough times, having the freedom to play offense while their peers play defense.
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