Building Resilient Portfolios and Managing risk Through Market Cycles
In this episode, Laura Baker, Associate Client Portfolio Manager and Greg Taylor, CIO and Portfolio Manager, explore approaches to active investing, risk management, and generating returns in increasingly concentrated and volatile markets. From lessons in the dot-com era to today’s AI-driven environment, he breaks down how thematic investing, downside protection, and disciplined execution can help investors navigate uncertainty and outperform over time.
02:55
Greg’s investment philosophy in active investing.
04:00
Market concentration in indices makes passive investing riskier than it appears.
08:00
Today’s AI environment mirrors the dot-com era, with hype, capital inflows, and unclear long-term winners.
12:00
The fund targets niche, high-growth areas with an absolute return mindset and active risk management.
16:00
A key evolution in strategy is prioritizing downside protection and disciplined selling.
20:00
Core investment themes include real assets, AI, infrastructure, and rising defense spending.
27:00
AI-driven power demand is reviving interest in energy sources like uranium.
37:00
The rise of passive investing is creating inefficiencies and opportunities for active managers.
