))
Hotchkis’ Green on High Quality at Low Valuations
Manage episode 451749243 series 3618372
Innhold levert av iHeartPodcasts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av iHeartPodcasts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, BI’s sector and small-cap strategist, spoke with David Green, a principal of Hotchkis & Wiley and a portfolio manager on the Small Cap Value (HWSIX) and Value Opportunities (HWAIX) funds. They discussed the firm’s focus on high quality companies at low valuations and its fundamental risk-rating system. They also spoke on the challenges and opportunities for small caps and why mergers and acquisitions may increase under the new administration.
See omnystudio.com/listener for privacy information.
19 episoder
Del
