Taking Stock

As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance.  

[00:40] Introduction

[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse

[08:27] How we are selective with the MegaCap-8 

[12:18] Do you need to own mega-caps to benefit from the AI trends?

[19:10] Closing remarks 

What is Taking Stock?

Taking Stock, hosted by Findlay Park. Hear from the Findlay Park team as they discuss their latest thoughts on investing in America.

This is a marketing communication. For investment professionals only. The content of this podcast, and any reference to specific investments, does not constitute investment advice. Nor should it be treated as a recommendation for any investment. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.