With passive and factor investing dominating the strategies of more and more investors, one would be forgiven for thinking that traditional bottoms-up stock picking is a dying art. But they’d be wrong. This week features Glenn Gawronski, who led the JPMorgan Small Cap Equity Fund to a top 1% performance in its Morningstar category before leaving to start his own investing firm called Byron Place Capital Management. Also joining the show is Bloomberg columnist John Authers, who talks about some of his recent columns about value investing and the European debt crisis. 

Mentioned in this podcast:

A Three-Legged Stool Approach to Finding Great Stocks To Invest In

 Value Investing’s Time to Shine Again Is Approaching

 Now We Can Say Euro-Zone Crisis Is Finally Over

With passive and factor investing dominating the strategies of more and more investors, one would be forgiven for thinking that traditional bottoms-up stock picking is a dying art. But they’d be wrong. This week features Glenn Gawronski, who led the JPMorgan Small Cap Equity Fund to a top 1% performance in its Morningstar category before leaving to start his own investing firm called Byron Place Capital Management. Also joining the show is Bloomberg columnist John Authers, who talks about some of his recent columns about value investing and the European debt crisis. Mentioned in this podcast:<a href="https://www.byronplacecapital.com/investment-philosophy-3/">A Three-Legged Stool Approach to Finding Great Stocks To Invest In</a><a href="https://www.bloomberg.com/opinion/articles/2020-02-12/value-investing-s-time-to-outshine-growth-stocks-is-coming-k6iujoyi"> Value Investing’s Time to Shine Again Is Approaching</a><a href="https://www.bloomberg.com/opinion/articles/2020-02-13/greek-german-bond-spread-shows-eurozone-crisis-is-finally-over-k6kc422n"> Now We Can Say Euro-Zone Crisis Is Finally Over</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Tales of a Top 1% Fund Manager

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1bff534c-079f-4b05-8112-ae3c00350615/transcript

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