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#64 - Katie Koch: Effective Leadership

Insightful Investor

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Navigating Investment Strategies

This chapter explores the debate between active and passive investing with a focus on large cap stocks and thematic investments, such as artificial intelligence and energy transformation. It emphasizes the importance of disciplined investing in both public and private markets, addressing the challenges of a shifting economic landscape. Additionally, it highlights the need for adaptability while maintaining a value-oriented philosophy and building strong client partnerships.

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