Masters in Business cover image

Kristen Bitterly Michell on Wealth Management

Masters in Business

00:00

Covecyclicals, Covet Defensives, Hyper Growth?

20 20 was dominated by this concept of cove defensives, right? Who are the winners and losers when it comes to being, work from home, stay at liks pelatin. So that was what really dominated, and it continued to dominate in 20 21. And one of the questions we were asking ourselves is, particularly within the hyper growth part of the market, rigte hyper growth? What companies can withstand inflationary pressures? Which was really our shift in our portfolios, away from some of those hypergrowth technology companies and then into more quality.

Play episode from 58:57
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app