On today’s episode, Portfolio Manager Naveed Rahman explores the current global market, navigating market volatility, and gives an update on the Global Intrinsic Value Class. Naveed dives into the evolving M&A landscape, with a focus on opportunities for small and mid-cap firms amidst regulatory challenges. He also highlights sector-specific trends, such as undervalued auto suppliers, and the changing industrial sector.
Recorded November 26, 2024.
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