Anne-Marie Peterson, an equity portfolio manager at Capital Group, shares her insights on retail and restaurants. She discusses her people-first approach, simplicity in investment criteria, and the idea that the best retailers are cults. The podcast explores tech giants, successful retail strategies, challenges in scaling restaurants, and the enduring dominance of certain companies like Hermes, Caterpillar, and HCA.

Anne-Marie Peterson, Capital Group portfolio Manager, discusses the creativity needed in growth investing and identifies opportunities in tech giants and old-economy stocks. She explores the impact of AI on the industrial sector, US market investments, and the importance of backing CEOs with vision and passion in investment strategies.

Anne-Marie Peterson, an equity portfolio manager with 19 years at Capital Group, shares her retail investment insights. She discusses how strong company culture is vital for success in brands like Home Depot and Costco. Peterson emphasizes adaptability in evolving markets, drawing lessons from tech giants like Microsoft and Apple. Additionally, she reflects on personal growth through volunteering, highlighting the resilience of community programs during tough times. This engaging conversation blends investment strategies with heartfelt personal anecdotes.