Why now is the time to invest in US equities

Staci West 08/12/2020

Marty Flood, co-manager of Elite Rated Lazard US Equity Concentrated fund, talks to us about all things US, starting with what a Biden win means for investors [0:32] and the importance of the Senate race [1:32]. Marty explains how the fund is constructed [3:13], the influence of Warren Buffett at the fund’s inception [3:55] and why March presented a lot of trading opportunities [5:40].

Focusing on the fund’s holdings we discuss Alphabet [6:16] and the US tech industry [7:20], McDonald’s [10:00] and the funds largest holding, Medtronic [13:15]. We finish the interview discussing how this extremely concentrated US fund uses the market to determine stock weightings [14:14], the outlook for US markets [14:51] and why now is the time to invest in US equities [15:22].

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