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11min chapter
Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential’
The Long View
Navigating Value Stocks and Market Dynamics
This chapter explores the complexities of value stocks, distinguishing between cyclical and secular market changes, and the implications of interest rate fluctuations on equity valuations. It discusses the challenges posed by market concentration, particularly among major tech companies, and the impact of regulatory frameworks on active management. Additionally, the chapter introduces a new concentrated equity strategy aimed at optimizing portfolio management and addressing client demand for lower fees and flexibility.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode