Emme Kozloff

Emme Kozloff, an equity portfolio manager at Capital Group with nearly two decades of experience, dives into the intricacies of managing high-conviction portfolios. She shares how her background in retail has sharpened her focus, emphasizing the importance of filtering noise in volatile markets. Emme discusses the strategic advantage of concentrated portfolios and the need for mental flexibility. She highlights real opportunities in AI and healthcare, while also advocating for women's investment literacy and recounting personal lessons learned from her career and health journey.