Center For Investment Excellence

Maintaining Conviction Through Disruption


Listen Later

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They explain the U.S. core equity research framework—anchored by a tenured, career analyst model and a time-tested five-year expected return approach—and how the team differentiates “being early from being wrong” by documenting theses, tracking key signposts, and updating forecasts as facts change. The conversation also examines AI-driven disruption on both sides of the market, including a case study on insurance brokers, the role of cross-sector collaboration in evaluating AI “enablers,” and lessons from past disruption cycles like e-commerce.

...more
View all episodesView all episodes
Download on the App Store

Center For Investment ExcellenceBy J.P. Morgan Asset Management

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

89 ratings


More shows like Center For Investment Excellence

View all
Exchanges by Goldman Sachs

Exchanges

977 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

95 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

806 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

292 Listeners

Talks at GS by Goldman Sachs

Talks at GS

89 Listeners

The Bid by BlackRock

The Bid

258 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

188 Listeners

Making Sense by J.P. Morgan

Making Sense

70 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,307 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

418 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

29 Listeners

The Markets by Goldman Sachs

The Markets

77 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

27 Listeners