Turning Insight into Action: 5 Perspectives at Work
In this webinar replay, Head of Team and Portfolio Manager Drew Cupps and Investment Specialist Simon Rafferty, CFA, discuss what sets the 5Perspectives team's philosophy apart and the themes shaping the team's long-term view.
Webinar Chapters
- 1:21 - U.S. Equity Market Updates
- 5:45 - 5Perspectives Investment Philosophy & Performance
- 14:30 - Innovation & Disruption
- 19:46 - GenAI: The Biggest Disruptive Force in Markets Today
- 30:15 - Polen Small Growth Historical Performance
- 37:39 - Sector & Industry Portfolio Weighting
- 40:50 - Final Thoughts
Capitalism is a problem-solving system, and we, as investors, are cogs in that system. We are facilitating the overall system to help solve problems for our society.
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