Mike Poggi
Portfolio manager of Brown Advisory's Large-Cap Sustainable Value strategy with over 20 years of experience focused on quality, free cash flow–oriented, value-sensitive investing.
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Mar 23, 2026 • 59min
Quality Stocks on Sale: Value Investing in an AI-driven Market
Mike Poggi, a portfolio manager focused on quality, free cash flow–oriented, value-sensitive investing, discusses why quality stocks are being overlooked in an AI-driven market. He covers shifts in sentiment toward value, the importance of free cash flow and balance sheet strength, recent software pullbacks as opportunities, and pockets of potential across industrials, technology, and health care.
