Global Equity Update: Collaboration, Diversification, and Staying in the Middle of the Net | EP 201
Paul Moroz returns to share an update on our global equity strategy. We dig into what's changed since Paul resumed the lead portfolio manager role, how the team's collaboration has evolved, and why a more diversified and resilient portfolio is the result. Listen for Paul's take on why optionality and humility matter more than ever.
Key highlights:
Enhanced team collaboration through structural changes leading to better cross-team idea generation
Improved portfolio diversification with holdings expanding to over 70 securities: reduction of consumer staples and discretionary overweights, while…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.