Art Of Boring
Nuances to portfolio construction | EP75
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:33:12
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Sinopse
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.
