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Running a tight, high-conviction portfolio in a noisy market
As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction.
You'll hear Emme's perspective on:
Why concentrated portfolios sharpen focus and conviction
How to adapt quickly when facts change
Lessons learned from retail "guerrilla warfare" and turnarounds
The importance of partnering with analysts for deeper insights
Real…
The skinny
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