S5E3: Dynamic Equity Growth Strategies for Market Success
This month on Financial Perspectives, we had the pleasure of speaking with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - to delve into equity growth strategies and active management.
In this episode, Andrew offers a comprehensive look at active investment strategies by focusing on tax efficiency, flexibility, and the ability to adapt to market changes. Additionally, he underscores the untapped potential within the semiconductor and software sectors, painting a vivid picture of the diverse opportunities available. He shares real-world insights, such as leveraging winners like NVIDIA, to illustrate the tangible benefits active management can bring to your financial portfolio.
Discussing his unique approach to equity growth portfolios -from the significance of maintaining the correct mindset to the art of balancing portfolio positions - Andrew explains how avoiding over-diversification and applying unconventional strategies can lead to long-term wealth. This episode promises to provide valuable insights for those seeking to optimize their investment portfolios and achieve long-term market success.
Podcast Guest
Andrew Graham, CFA
Andrew Graham, CFA is the founder and managing partner of Jackson Square Capital, a multi-family office based in San Francisco. Jackson Square Capital provides active investment management, personalized financial planning, and estate planning services for high-net-worth individuals and families.
Prior to founding Jackson Square Capital, Andrew spent 17 years as a portfolio manager and managing director at J.P. Morgan Securities and has held a career in financial services for 40 years.
Andrew is the author of Inside Markets, a daily email newsletter focusing on global news and events that influence capital markets. Inside Markets identifies the key catalysts that impact markets and affect the daily responsibilities of people who run businesses.
- LinkedIn:
- https://linkedin.com/in/grahamandrew/
