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Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives
Manage episode 340934294 series 3344956
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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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