Sonu Kalra, manager of the Fidelity Blue Chip Growth Fund (FBGRX), looks for companies in under-penetrated large addressable markets that have above-average growth potential. Kalra joins the inaugural episode of the Bloomberg Intelligence Inside Active podcast, hosted by David Cohne, BI’s mutual fund analyst, and co-hosted by Gina Martin Adams, BI’s chief equity strategist. Kalra discusses his process of selecting stocks, valuations and how to navigate tough years for growth strategies.

Sonu Kalra, manager of the Fidelity Blue Chip Growth Fund (FBGRX), looks for companies in under-penetrated large addressable markets that have above-average growth potential. Kalra joins the inaugural episode of the Bloomberg Intelligence Inside Active podcast, hosted by David Cohne, BI’s mutual fund analyst, and co-hosted by Gina Martin Adams, BI’s chief equity strategist. Kalra discusses his process of selecting stocks, valuations and how to navigate tough years for growth strategies.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

Fidelity’s Kalra on How to Value Growth Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7fb61f27-980b-4bcb-bfc0-b1bc0154583a/transcript

One of the fastest-growing parts of the ETF market are for lower-risk products, including “buffer ETFs” that give a defined outcome, increasingly being favored by baby boomers. In this episode of Inside Active, Calamos Advisors’ Head of ETFs Matt Kaufman and Co-Head of Alternative Strategies David O’Donohue discuss how structured-protection ETFs work with host David Cohne, Bloomberg Intelligence’s mutual fund and active analyst, and co-host James Seyffart, BI ETF analyst. They also discussed how the ETF industry has changed and what the future of active ETFs could have in store.

One of the fastest-growing parts of the ETF market are for lower-risk products, including “buffer ETFs” that give a defined outcome, increasingly being favored by baby boomers. In this episode of Inside Active, Calamos Advisors’ Head of ETFs Matt Kaufman and Co-Head of Alternative Strategies David O’Donohue discuss how structured-protection ETFs work with host David Cohne, Bloomberg Intelligence’s mutual fund and active analyst, and co-host James Seyffart, BI ETF analyst. They also discussed how the ETF industry has changed and what the future of active ETFs could have in store.

Calamos’ Kaufman, O’Donohue Spotlight Buffer ETFs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d7db82e-c4cb-4c8f-91f3-b1d900f01f5b/transcript

The Russell 2000 plunged this month amid expectations for significant economic weakness and a credit crunch, Michael Coyne, Voya’s head of small-cap growth, tells Bloomberg Intelligence. In this episode of Inside Active, Coyne sits down with host David Cohne, BI’s mutual fund and active analyst, and co-host Michael Casper, BI’s sector and small-cap strategist, to discuss the growth metrics he uses for selecting small-cap stocks and how he determines sustainable valuations. They also talked about the recent selloff, where small caps could go from here and evaluating risk and reward.

The Russell 2000 plunged this month amid expectations for significant economic weakness and a credit crunch, Michael Coyne, Voya’s head of small-cap growth, tells Bloomberg Intelligence. In this episode of Inside Active, Coyne sits down with host David Cohne, BI’s mutual fund and active analyst, and co-host Michael Casper, BI’s sector and small-cap strategist, to discuss the growth metrics he uses for selecting small-cap stocks and how he determines sustainable valuations. They also talked about the recent selloff, where small caps could go from here and evaluating risk and reward.

Voya’s Coyne on Small-Cap Growth Metrics

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/88cc40ac-bad2-4ed2-b10c-b1d200c5b697/transcript

AdvisorShares Chief Operating Officer and Portfolio Manager Dan Ahrens talks vice investing and what it took to get a US cannabis ETF listed with host David Cohne, Bloomberg Intelligence mutual Fund and active analyst and co-host Breanne Doherty, BI’s head of thematic strategy. They also discuss how Dan evaluates companies for the portfolio, why active is better than indexing for cannabis investing, and the potential for cannabis rescheduling.

AdvisorShares Chief Operating Officer and Portfolio Manager Dan Ahrens talks vice investing and what it took to get a US cannabis ETF listed with host David Cohne, Bloomberg Intelligence mutual Fund and active analyst and co-host Breanne Doherty, BI’s head of thematic strategy. They also discuss how Dan evaluates companies for the portfolio, why active is better than indexing for cannabis investing, and the potential for cannabis rescheduling.

AdvisorShares Ahrens on Cannabis Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9e046388-ed83-4687-ac13-b1cb0128ff0a/transcript

Fidelity’s Kalra on How to Value Growth Stocks

Inside Active by Bloomberg Intelligence

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