Orion's The Weighing Machine

EP XXII: The Drivers of Warren Buffett’s Success & Importance of Market Sentiment


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Guest: Dawn Batho, CLS Director of Inside Sales & Service. [4:06] CLS Senior Portfolio Manager & Co-Director of Research Grant Engelbart, CFA, CAIA, discusses how market sentiment is impacting short-term equity. [8:15] Plus, three factors that have driven Warren Buffett’s remarkable success for decades and how we take advantage of his lessons. [11:23] Also, a discussion on how our CLS Investment Themes have performed so far this year and why we continue to like smart beta. [33:58] Dawn Batho, CLS Director of Inside Sales & Service, shares her hiring and management strategies. Bonus: Grant shares a Nebraska delicacy with Rusty and Robyn.

1882-CLS-9/6/2018

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Orion's The Weighing MachineBy Orion Portfolio Solutions

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