Compound Insights

Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

Mar 30, 2026

Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm’s focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility,...

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

Mar 17, 2026

Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportunities, and how to capitalize on market dislocations.

VanEck’s David Schassler Provides Strategies for a Complex Market Environment

Mar 9, 2026

David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today’s environment. He also provides insights on structural forces reshaping global markets such as artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.

Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

Feb 23, 2026

Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. In addition, she discusses portfolio construction and the firm’s approach to valuation.

Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins

Feb 16, 2026

Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. He also discusses key sector investment themes along with trends in retail, office, industrial and housing...