Art Of Boring

In this episode, Portfolio Manager Jeff Mo makes the case for investing in U.S. mid-cap equities, highlighting the country’s strong business environment, large domestic market, and GDP growth. He discusses current market trends, including artificial intelligence, and his team’s risk management evaluation, especially with a pivotal U.S. election looming on the horizon.   Key points from this episode: The U.S. is an attractive market for investing due to its strong rule of law, business environment, and large domestic market. Mid-caps are an investing sweet spot. While smaller companies struggle to gain competitive advantages, mid-caps have similar competitive advantages as large caps but with much more attractive growth profiles. There is one dominant theme right now in the market, which is artificial intelligence and anything related to that, all the way down to companies that are building HVAC systems for data centers. With risks like elections, the team goes through the portfolio company by company to eval