Brian Kersmanc

Portfolio manager from GQG Partners (as listed in episode metadata) who discussed reducing tech exposure and highlighting opportunities in utilities, insurance, and other non-AI sectors.

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Nov 4, 2025 • 43min

Closing Bell: Tide Going Out on the Bull Market? 11/4/25

Brian Kersmanc, a portfolio manager from GQG Partners, shares his insights on the current market dynamics. He emphasizes the need to reduce tech exposure due to limited monetization in AI and falling cloud prices. Kersmanc highlights promising opportunities in regulated utilities and insurance sectors as resilient alternatives. The conversation also touches on the potential fragility of the market if current trends continue and discusses the impact of consumer strength even amid tech volatility.

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