Mark Schmehl, portfolio manager, speaks about his truly unique investment process, what is driving performance, and also his take on the markets. Mark has managed money through past market sell off and bounce backs, and says this is going to be a different economy, and that it is a time when active management is an asset for investors. Portfolio managers have the opportunity to find winners in these uncertain times and to position investors well for a market recovery. Aside from the technology sector and health care, he sees potential in sectors that were well positioned before COVID-19 and that will do well after, including home building and the financials sector. 

Recorded on April 29, 2020.