Lessons from Managing Stocks Through Crisis

In this podcast episode, equity portfolio manager Justin Toner shares the many lessons he's learned from managing stocks through periods of crisis. He highlights his experience starting his career just before 9/11, covering aerospace and defense companies during that time. He discusses the unique challenges and opportunities that arise during times of crisis and emphasizes the importance of understanding the market's forward-looking nature. Toner also shares a story of how a company's decision to increase their dividend during a period of negative sentiment led to significant long-term success for the entire industry.