Latest news with #InsideActive
Bloomberg
14-05-2025
- Business
- Bloomberg
Fidelity's Chamovitz, Peck on Opportunistic Value: Inside Active
Bloomberg Intelligence's fair value model on the Russell 2000 is estimating lower revenue growth for small cap companies due to tariff turmoil. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small cap and sector strategist at Bloomberg Intelligence, spoke with Sam Chamovitz and Morgen Peck, co-lead managers of the Fidelity Low-Priced Stock Fund (FLPSX) about their investment process, which focuses on the intersection of value and quality, and how co-management fosters mutual respect and trust in investment decisions. They also discussed why they target underappreciated businesses and how small caps can provide an attractive setup for active managers given the disparity in the quality of businesses. Podcast recorded on April 30th.
Bloomberg
29-04-2025
- Business
- Bloomberg
Madison's Haruki Toyama on Moat Investing: Inside Active
Earnings expectations have shifted from the start of the year when analysts were forecasting 13% growth for large cap stocks and are now predicting nine. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, spoke with Haruki Toyama, Head of Mid Cap & Large Cap Equity at Madison Funds and a portfolio manager for their Large Cap Fund (MNVAX) and Mid Cap Fund (MERAX). They discussed viewing investments as ownership stakes and why the quality of business and its moat are crucial for long-term investments. They also spoke about the critical role of management teams in driving company success and why market downturns can create opportunities for resilient companies. Podcast recorded on April 7th.
Bloomberg
15-04-2025
- Business
- Bloomberg
Capital Group's Buchbinder on the Capital System: Inside Active
In the financial sector, the six largest banks have been returning capital back to shareholders in the form of larger buybacks over the past quarter and year, indicating confidence in the sector. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small cap and sector strategist at Bloomberg Intelligence, spoke with Christopher Buchbinder, a portfolio manager at Capital Group, including the Capital Group Dividend Value ETF (CGDV) about the Capital system of multiple portfolio managers and how it provides a level of inherent diversification. They also discussed why companies must generate a yield that's 30 percent above the above the S&P 500 to be considered for the fund, why intrinsic value is key in assessing potential investments and why he thinks the healthcare sector is particularly interesting right now. Podcast recorded on March 4th.
