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Brandes – Finding Value in the U.S. 03/28/2025

Brandes – Finding Value in the U.S. Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025) /episode/index/show/bridgehouse/id/36937730

Brandes – The Brandes Approach to Value 03/28/2025

Brandes – The Brandes Approach to Value Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025) /episode/index/show/bridgehouse/id/36937695

Brandes – Tariff Talk 03/28/2025

Brandes – Tariff Talk Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025) /episode/index/show/bridgehouse/id/36937675

Lazard – Why Think About Defensive Dividends Today? 12/23/2024

Lazard – Why Think About Defensive Dividends Today? Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024) /episode/index/show/bridgehouse/id/36937650

Lazard – Portfolio Update 12/23/2024

Lazard – Portfolio Update Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024) /episode/index/show/bridgehouse/id/36937570

Lazard – Investment Process 12/23/2024

Lazard – Investment Process Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024) /episode/index/show/bridgehouse/id/36937625

GQG – Forward-Looking Quality 11/21/2024

GQG – Forward-Looking Quality Brian Kersmanc discusses GQG’s investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024) /episode/index/show/bridgehouse/id/36937555

GQG – Downside Protection 11/21/2024

GQG – Downside Protection Brian Kernsmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024) /episode/index/show/bridgehouse/id/36937540

GQG – Adaptability in the Tech Sector 11/21/2024

GQG – Adaptability in the Tech Sector Brian Kersmanc discusses GQG’s adaptability, specifically regarding the tech sector and the portfolio’s positioning within tech over the last 3-4 years. (Published: November 2024) /episode/index/show/bridgehouse/id/36937470

Nuveen – The Importance of Impact Reporting 07/24/2024

Nuveen – The Importance of Impact Reporting Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf. /episode/index/show/bridgehouse/id/32276122

Nuveen – Impact Investing & ESG 07/24/2024

Nuveen – Impact Investing & ESG Steve Liberatore shares his thoughts on how an emphasis on impact investing and considering ESG issues can make for a better fixed-income manager. Steve believes that the key to generating outperformance over time isn’t by picking winners, it’s by avoiding losers. /episode/index/show/bridgehouse/id/32276047

Nuveen – Green Bonds as an Asset Class 07/24/2024

Nuveen – Green Bonds as an Asset Class Steve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market. /episode/index/show/bridgehouse/id/32276022

Nuveen – Direct & Measurable Impact Investing 07/24/2024

Nuveen – Direct & Measurable Impact Investing Steve Liberatore speaks to how Nuveen works with issuers, underwriters and other stakeholders to become the anchor investor in a number of prominent green bond deals. /episode/index/show/bridgehouse/id/32276012

Nuveen – Nuveen Global Green Bond Fund 07/24/2024

Nuveen – Nuveen Global Green Bond Fund Steve Liberatore discusses the Nuveen Global Green Bond Fund and outlines the role that the Fund can play in a client’s overall fixed income allocation. Steve notes that the Fund seeks to generate long-term excess returns by utilizing the concept of impact investing. /episode/index/show/bridgehouse/id/32275997

Brandes – What Do You Look to Avoid? 07/24/2024

Brandes – What Do You Look to Avoid? Mark Costa speaks to what types of companies the Brandes Global Small Cap Equity Fund looks to avoid, noting that Brandes is looking for value and isn’t finding any merit in “cheap for a reason” names or regional banks and secondary type businesses. /episode/index/show/bridgehouse/id/32275947

Brandes – Holdings Spotlight: CAE 07/24/2024

Brandes – Holdings Spotlight: CAE Mark Costa highlights CAE – a Canadian name and global leader in providing simulation and training solutions for civil aviation, defense and security. Mark outlines Brandes’ view on the position and what opportunities may lie ahead. /episode/index/show/bridgehouse/id/32275922

Brandes – Has The Ship Sailed on Global Small Caps.mp3 07/24/2024

Brandes – Has The Ship Sailed on Global Small Caps.mp3 Mark Costa discusses the strong performance of the Brandes Global Small Cap Fund in recent quarters, sharing his views on why it's not too late to invest and why it shouldn't be considered a missed opportunity. Mark also shares his views on the potential opportunity set, reallocation and why he believes it's an exciting time to be allocating capital within the small-cap space. /episode/index/show/bridgehouse/id/32275912

T. Rowe Price – Spotlight: Apple 07/24/2024

T. Rowe Price – Spotlight: Apple Paul Greene shares his thoughts on Apple, which is currently one of the portfolio's top holdings, and why he thinks that, in this current environment, it is going to be a slower grower compounder. /episode/index/show/bridgehouse/id/32275762

T. Rowe Price – Blue Chip Investing Today 07/24/2024

T. Rowe Price – Blue Chip Investing Today /episode/index/show/bridgehouse/id/32275717

T. Rowe Price – Artificial Intelligence (AI) & Productivity 07/24/2024

T. Rowe Price – Artificial Intelligence (AI) & Productivity Paul Greene shared his thoughts on the mixed bag of improvements in AI and the impacts on businesses. Paul notes that there are many examples where productivity increases and companies are seeing real returns on their spend, but the opposite is being seen as well. Paul also shares that T. Rowe Price is optimistic about the possibilities of AI over time. /episode/index/show/bridgehouse/id/32275697

T. Rowe Price – Thoughts on the Magnificent 7 07/24/2024

T. Rowe Price – Thoughts on the Magnificent 7 Paul Greene discusses the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and why T. Rowe Price believes it’s important to remember that they are all different companies with different drivers – something that can get lost when they’re talked about as one big group. /episode/index/show/bridgehouse/id/32275692

T. Rowe Price – Increasing Concentration Within the U.S. Stock Market 07/24/2024

T. Rowe Price – Increasing Concentration Within the U.S. Stock Market Paul Greene discusses the increase in concentration within the U.S. stock market, noting that it’s a trend that has been going on for over a decade and has several implications that T. Rowe Price must consider as a result. /episode/index/show/bridgehouse/id/32275657

GQG – Opportunities in the Middle East 07/24/2024

GQG – Opportunities in the Middle East Sid Jain discusses the kinds of opportunities that GQG is seeing in the Middle East and why they believe recent changes to business policies, permit processing and a shift in cultural mindset makes it an exciting time to invest in the region. Sid also shares his thoughts that while geo-political noise is nothing new in the Middle East, the UAE has always seemed to avoid getting involved. /episode/index/show/bridgehouse/id/32275562

GQG – Holding Spotlight: Petrobras 07/24/2024

GQG – Holding Spotlight: Petrobras Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras. /episode/index/show/bridgehouse/id/32275552

GQG – Thoughts on China 07/24/2024

GQG – Thoughts on China Brian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets. /episode/index/show/bridgehouse/id/32275507

GQG – Insights on India 07/24/2024

GQG – Insights on India /episode/index/show/bridgehouse/id/32275487

GQG – Why is GQG Re-opening the Emerging Markets (EM) Fund Now? 07/24/2024

GQG – Why is GQG Re-opening the Emerging Markets (EM) Fund Now? Brian Kersmanc discusses why GQG Partners originally soft-capped the EM Fund early on and why they are excited to now have an EM Fund in the Canadian marketplace. Brian also highlights where GQG sees opportunity within the EM space and explains why they are currently very bullish on EM, excluding China. /episode/index/show/bridgehouse/id/32275452

GQG – Investing Journey Over the Last Year 04/08/2024

GQG – Investing Journey Over the Last Year Sudarshan Murthy shares his thoughts on the overall performance over the last year and revisits the impact of the Russia-Ukraine conflict as well as other performance factors within the emerging markets environment. /episode/index/show/bridgehouse/id/30735178

GQG – Importance of Being Active & Adaptable in Emerging Markets 04/08/2024

GQG – Importance of Being Active & Adaptable in Emerging Markets Ben Larsen and Sudarshan Murthy explain the adaptability of GQG’s portfolios and their process, and why they believe this is important in the emerging markets space. /episode/index/show/bridgehouse/id/30735153

GQG – Structural Changes & What’s in Favour Today in Emerging Markets? 04/08/2024

GQG – Structural Changes & What’s in Favour Today in Emerging Markets? Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years as well as highlights some of the emerging markets countries that are becoming more attractive today. /episode/index/show/bridgehouse/id/30735133

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