Market Insight Interviews

Parnassuss Interview

In this episode, Zack interviewed Parnassus CEO and Portfolio Manager, Benjamin Allen. Ben addressed how his team identifies risk, what is ESG investing, and how the firm investment process is focused on long-term sustainable investing. Enjoy the interview! (Please note this interview is from 2019)

Fuller & Thaler Interview

In this episode, Zack interviewed Fuller & Thaler Director of Research and Portfolio Manager, Raife Giovinazzo. Raife addressed how his team utilizes behavioral finance to identify market inefficiencies to enhance the investment process at the firm. Enjoy the interview!

Market Insights with Larry Adam

In this episode, Zack interviewed Raymond James Chief Investment Officer Larry Adam. Larry addressed how his team evaluates the markets during volatile times. We discussed what is an economic recession, which key indicators can one follow to assess the markets, and the importance of diversification & taking a long-term approach to investing in the markets. Enjoy the interview!

Ecofin Global Renewable Infrastructure

In this episode, Zack interviewed Senior Portfolio Manager Matt Breidert. Matt discussed Ecofin’s process to investing in global renewable infrastructure. He addressed how they approach impact investing, clean electricity, and low-carbon power generation assets. The conversation focuses on valuing long-term cash flowing assets, providing a measurable impact to emission reduction, and utilizing capital to accelerate the transition to cleaner electricity generation. Enjoy the interview!

Polen International Growth

In this episode, Zack interviewed Todd Morris. Todd is the Lead Portfolio Manager & Analyst on the Polen Capital International Growth Strategy. In this interview, we discuss their disciplined approach to investing in international companies with quality earnings growth driven by sustainable competitive advantage, superior financial strength, proven management teams and powerful products or services. Polen believes that consistent earnings growth is the primary driver of intrinsic value and long-term appreciation. This discussion touches on defining risk, sustainability and long-term approach to consistent growth investing in international markets. Enjoy the interview!

Schafer Cullen High Dividend Value

In this episode, Zack interviewed Jennifer Chang. Jennifer is the Co-Portfolio Manager on the High Dividend, Value Equity and Enhanced Equity Income strategies at Schafer Cullen. In this interview, we discuss their disciplined approach to investing in low Price/Earnings and Price/Book ratio equities, along with companies that payout high dividend yields. Through their dividend value strategy, Schafer Cullen aims to deliver strong long-term capital appreciation and above-average income with significantly less volatility.