This podcast features an interview with David Giroux, a portfolio manager at T. Rowe Price, focusing on his investment strategies and outlook for the market. The conversation covers his long tenure at T. Rowe Price, his participation in the Barron's Roundtable, and his current moderately bearish market outlook, citing high valuations in certain sectors and a less-than-5% projected five-year return for the S&P 500. Giroux details his firm's investment approach, emphasizing a long-term focus on fundamental analysis and calculated bets, and discusses his preference for leveraged loans within fixed income. He also shares specific stock picks, including Revity and Roper Technologies, highlighting their growth potential. Listeners gain insights into a contrarian investment perspective and a detailed look at a specific active investment management strategy.
