Portfolio manager Mark Schmehl thinks that active managers have the opportunity to find winners in these uncertain times and to position investors well for a market recovery. Mark explains that his current focus is finding companies that will perform well during the downtown of COVID-19. This includes technology companies and other businesses that will bounce back after a solution is found. Mark is actively looking at how technology companies can enable this new working world. These include video conferencing companies, such as Zoom, that have been performing well during this downturn because of increased telecommuting among the workforce.
Recorded on March 26, 2020.