{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"Quality Stocks on Sale: Value Investing in an AI-driven Market","html":"","width":"100%","height":180,"duration":3541,"description":"In this episode of CIO Perspectives, host Sid Ahl speaks with portfolio manager Mike Poggi, who manages the Brown Advisory Large-Cap Sustainable Value strategy, about the return of value investing and why quality stocks are being overlooked in an AI-focused market. Mike shares how sentiment toward value has shifted, why free cash flow and balance sheet strength matter more today, and how recent pullbacks in Software and other industries are creating opportunities for disciplined investors. They also discuss the challenges facing quality-focused strategies, the role of sustainability in cash flow durability, and the catalysts emerging across Industrial, Technology and Health Care companies.---The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice, nor are they intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be, and should not be considered, a recommendation or suggestion to engage in, or refrain from, a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all the securities purchased, sold, or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for...","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}