Running a tight, high-conviction portfolio in a noisy market

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction. You'll hear Emme's perspective on: Why concentrated portfolios sharpen focus and conviction How to adapt quickly when facts change Lessons learned from retail "guerrilla warfare" and turnarounds The importance of partnering with analysts for deeper insights Real opportunities in AI and health care Tune in for a candid conversation about removing distractions and building portfolios that stand the test of time. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube:https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin:https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group