Maintaining Conviction Through Disruption

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They explain the U.S. core equity research framework—anchored by a tenured, career analyst model and a time-tested five-year…