Don San Jose

Join Don San Jose, Chief Investment Officer at J.P. Morgan’s U.S. Value Team, and Scott Blasdell, a Portfolio Manager, as they dive into the significance of value investing today. They discuss the necessity of assessing quality within value stocks and why proper valuation remains crucial. The duo also shares insights on the struggles of the wine industry and highlights investment opportunities in the healthcare sector, particularly mentioning Cigna. Get ready for a thoughtful exploration of strategies in today's evolving market!