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/