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Active management in concentrated markets: Insights from Stu Kedwell
In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.
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By PH&N InstitutionalIn this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them. This podcast episode was recorded on October 16, 2025.