Seth Cogswell

Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, dives deep into the world of investing. He discusses how the current market strength stems more from fantasy than fundamentals. Cogswell warns about the hidden risks in passive strategies and the destabilizing effects of concentrated index flows. He emphasizes that Fed stimulus has only postponed risks, not eliminated them, and champions the significance of mid- and small-cap stocks when narratives shift. His insights challenge conventional investing wisdom in today's volatile landscape.

Seth Cogswell, a contrarian Portfolio Manager at Running Oak and the brains behind the RUNN ETF, challenges the obsession with mega-cap stocks. He highlights the untapped potential of mid-cap companies, which have historically outperformed larger counterparts. Cogswell discusses the dangers of corporate debt and the looming threat of 'zombie companies' in today’s market. He emphasizes the importance of quality investing and advocates for an equal-weight approach to harness opportunities where others overlook, providing fresh insights into navigating complex market dynamics.

Seth Cogswell, founder of Running Oak and a proponent of rules-based investment strategies, dives deep into the distinction between fiduciary advisors and asset gatherers. He reveals the importance of genuine financial stewardship and client relationships in investment management. The conversation also highlights the untapped potential of mid-large cap stocks and the pitfalls of emotional trading. With insights on disciplined investment strategies, Seth equips both advisors and investors with tools for sustainable growth amid market fluctuations.