Art of Stock Picking: Seeing Things Differently and Going Against the Crowd

Diana Wagner, an experienced portfolio manager, discusses the art of stock picking, emphasizing the importance of seeing things differently and being willing to go against the crowd. She shares examples of finding opportunities in the aftermath of the banking crisis and in tech and healthcare innovation. Wagner believes that moments of crisis often lead to the undervaluation of great companies, providing investment opportunities. Additionally, she highlights the impact of tightening financial conditions on funding availability and how it favors larger, stronger companies while potentially challenging small and medium-sized businesses.