ОТНОСТНО ТОЗИ ЕПИЗОД
Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio construction and the outlook for this market cap range.
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Compound Insights.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatil…
Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides his perspective on portfolio construction and risk management.
David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, geopolitical uncertainty, and the energy sector.
Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio construction including geographical and sector preferences.
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