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Investors First Podcast - 08.06.26

By Allison Roberts posted 3 hours ago

  

New episode with Don Wordell, CFA, CIO of Ceredex Value Advisors, LLC , hosted by Steve Curley, CFA, CFP® & Jeff Goll, CFA.

- Don’s background & his transition into the CIO role this year

- The changing small-cap opportunity set

- Focused active management in an increasingly inefficient market

- Private equity's impact on public equities over the last 30 years

- Physical economy: Power, infrastructure, manufacturing & reshoring as AI beneficiaries

- The future of value investing beyond traditional metrics

Enjoy! https://www.investorsfirstpodcast.com/the-physical-economy-where-ai-meets-value-investing/