Investment Insights in Focus
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Webinar: International Value Select Strategy
From overlooked opportunities in global equities to the evolving role of AI in investment research, Nick Kirrage and Michael Heap discuss where they are finding value and how behavioral insights, data and disciplined risk management inform their approach in our latest International Value Select webinar.
Nick Kirrage, CFA, Michael Heap, CFA, Emma Jewkes
- Equities
U.S. Flexible Equity Strategy
In this video, Maneesh Bajaj, CFA, explains his focus on having the flexibility and mindset to look across a broad spectrum of investment opportunities.
Maneesh Bajaj, CFA
- Equities
U.S. Large-Cap Growth Strategy
In this video, Ken Stuzin, CFA, discusses how they invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings-per-share growth rate over a full market cycle.
Ken Stuzin, CFA
- Equities
U.S. Large-Cap Sustainable Growth Strategy
In this video, David Powell, CFA, discusses how they identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages, and compelling valuations.
David Powell, CFA
- Equities
U.S. Large-Cap Sustainable Value Strategy
In our latest video, learn how Mike Poggi, CFA, aims to identify companies that possess a Sustainable Cash Flow Advantage through the use of our 3P investment filter.
Mike Poggi, CFA
- Equities
U.S. Mid-Cap Growth Strategy
Meet George Sakellaris, Co-Portfolio Manager alongside Chris Berrier for our Mid-Cap Growth Strategy. Learn how George’s training as a scientist translates to how he structures his investment process to achieve long-term performance.
George Sakellaris, CFA