• Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives

  • Sep 12 2022
  • Duración: 31 m
  • Podcast

Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives

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  • Resumen

  • In this episode, host Richie Burke sits down with Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst Jeremy Baier, CFA. They cover several of the firm's thought leadership topics:

    • Executive compensation: Tracking levels of executive compensation with economic value creation.
    • Beats and misses: The diverging effect of beats and misses on stock prices.
    • Style-based investing: Examining growth versus value within sectors.
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