EPISODE · Mar 10, 2020 · 31 MIN
How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion
from Smart Money Circle · host Adam Sarhan
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies. Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
What this episode covers
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies. Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
NOW PLAYING
How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.