Episodes
Friday Nov 29, 2024
Value investing in today's markets – Naveed Rahman
Friday Nov 29, 2024
Friday Nov 29, 2024
On today’s episode, Portfolio Manager Naveed Rahman explores the current global market, navigating market volatility, and gives an update on the Global Intrinsic Value Class. Naveed dives into the evolving M&A landscape, with a focus on opportunities for small and mid-cap firms amidst regulatory challenges. He also highlights sector-specific trends, such as undervalued auto suppliers, and the changing industrial sector.
Recorded November 26, 2024.
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