Find Opportunity in Volatile Markets

Building Resilient Portfolios and Managing risk Through Market Cycles

In this episode, Laura Baker, Associate Client Portfolio Manager and Greg Taylor, CIO and Portfolio Manager, explore approaches to active investing, risk management, and generating returns in increasingly concentrated and volatile markets. From lessons in the dot-com era to today's AI-driven environment, he breaks down how thematic investing, downside protection, and disciplined execution can help investors navigate uncertainty and outperform over time.