Inside Active by Bloomberg Intelligence

AdvisorShares Chief Operating Officer and Portfolio Manager Dan Ahrens talks vice investing and what it took to get a US cannabis ETF listed with host David Cohne, Bloomberg Intelligence mutual Fund and active analyst and co-host Breanne Doherty, BI’s head of thematic strategy. They also discuss how Dan evaluates companies for the portfolio, why active is better than indexing for cannabis investing, and the potential for cannabis rescheduling.See omnystudio.com/listener for privacy information.

Eduardo Repetto, Avantis Chief Investment Officer and Portfolio Manager, says he screens for companies that have a good balance sheet and good cash flow and are trading at an implied discount rate. In this episode of the Bloomberg Intelligence Inside Active podcast, host David Cohne, BI mutual fund and active analyst, and co-host, Christopher Cain, BI’s US quantitative strategist, speak to Repetto about how he builds highly diversified, high-performance portfolios, including his use of factor analysis. Find this and other Bloomberg Intelligence Podcasts at BI POPCASTS <GO>. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.

Sonu Kalra, manager of the Fidelity Blue Chip Growth Fund (FBGRX), looks for companies in under-penetrated large addressable markets that have above-average growth potential. Kalra joins the inaugural episode of the Bloomberg Intelligence Inside Active podcast, hosted by David Cohne, BI’s mutual fund analyst, and co-hosted by Gina Martin Adams, BI’s chief equity strategist. Kalra discusses his process of selecting stocks, valuations and how to navigate tough years for growth strategies.See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.