Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy

Apr 12, 2022

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Lobbying is a necessary part of the political process and a powerful tool for organizations and businesses alike. If done correctly, it can be an important investment strategy as well.

In today’s episode, Rusty and Robyn talk with Courtney Rosenberger, Managing Director of Policy Research at Strategas Securities, a registered investment advisor specializing in macro thematic investing.

In her role, Courtney directs Strategas’ policy research efforts. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely followed Policy Opportunities Portfolio.

Courtney talks with Rusty and Robyn about what the Strategas Policy Opportunities Portfolio is all about, why lobbying can be a powerful investment tool, as well as how to encourage women to pursue careers in investing.

Key Takeaways

[03:47] - What attracted Courtney to the world of investing.
[04:50] - What the Strategas Policy Opportunities Portfolio is about.
[08:02] - The dominant themes of Strategas Policy Opportunities Portfolio.
[13:16] - The market environment that best suits lobbying strategy.
[14:50] - A detailed overview of lobbying and why it is important.
[18:18] - The challenges women face in the investment industry.
[21:54] - What can be done to encourage women to pursue careers in investing.
[24:40] - What makes a good portfolio analyst.
[26:50] - How Courtney maintains her physical and mental health.

Quotes

[06:28] - "Lobbying is not just about trying to make sure the government doesn't have a negative impact on our business. It's also about trying to position yourself for a potential positive benefit." - Courtney Rosenberger

[18:52] - "I think that the combination of both societal changes and perceptions, as well as the industry really realizing the value that women can bring to strategies, I think we're really moving in the right direction. I know a lot of great women who are rising up in their companies and they're game-changers for the industry." - Courtney Rosenberger

[23:52] - "If we were to talk about finance more in terms of the decision-making processes and the fact that it isn't just a purely mathematical grind every day punching numbers into a keyboard, you would attract a lot more people, not just women. I think you would get a lot more people with different interests and different skill sets." - Courtney Rosenberger

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0461-OPS-3/16/2022