Art Of Boring
Nuances to portfolio construction | EP75
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:33:12
- More information
Informações:
Synopsis
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.
