Today’s Talk Your Book is brought to you by F/m Investments:
We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.
On today’s show, we discuss:
F/m’s quant-active large-cap fund
Screening out investable companies
Understanding the growth vs value dynamic
The relationship between valuation and earnings growth
What turnover lo…
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