Dakota Live! Podcast: Following the Fundamentals with Gerber Taylor

Join us as Sean Montesi, Partner with Gerber Taylor, dives deep into the nuances of investment management in this interesting and informative discussion. Gerber Taylor is a multi-asset class investment management firm with a heritage rooted in deep fundamental investment research. Founded in 1990 and headquartered in Memphis, Tennessee, Gerber Taylor has $7 billion in assets under management as of June 2023 and an additional $6 billion in assets under advisement as of December 2022. Sean sheds light on the evolution of Gerber Taylor’s investment strategies, offering a closer look at their diversified asset class allocation process that leads to them to a rigorous manager research and selection process. Along the way, Sean shares how the firm’s research and monitoring provide the framework to know when to stay the course or to make a change when an investment has sufficiently deviated from the underlying thesis. Memphis isn't just the home of blues, BBQ, and Elvis; it's also a burgeoning hub for innovative finance. Join the discussion on the evolving financial landscape with one of Tennessee’s leading investors.