Recently, investor focus has been shifting and the result has been a broadening of participation among more sectors. With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in our returns. All of this is welcome news.
In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments to discuss how policy adjustments are encouraging an investor drift toward quality as a good place to be. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.
Please reference our related Perspectives post for more detail:
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