When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually look like…?
For this episode of Stonebridge Soundbites, Director of Equity and Portfolio Manager – Michael Dashner, CFA – and Portfolio Manager and Research Analyst – Ryan Medhaug, CFA – dive into the stock selection process at Stonebridge.
Topics Discussed in this Recording:
- What does it mean to be long-term investors?
- Why do we select a company through a top-down, bottom-up fundamental analysis?
- How do we arrive at the final decision to buy a stock?
And more!