In this episode of the Adjusted for Risk Podcast, host Ryan Nauman sits down with John Belton, portfolio manager at Gabelli Funds, during the Morningstar Investment Conference in Chicago. They discuss the evolution and current state of growth investing, the distinction between growth and value stocks, and the performance of international equities. Belton shares insights on managing growth strategies at a traditionally value-oriented firm, the impact of technological innovation on investment returns, and the importance of fundamental analysis. The conversation also covers themes like infrastructure reinvestment and defense spending in Europe, as well as market efficiency and volatility in today’s global market landscape. Sponsored by Zephyr, this episode is filled with valuable insights for investment professionals aiming to make informed decisions.
00:00 Introduction to Adjusted for Risk Podcast
01:00 Discussing Growth Stocks with John Belton
01:48 Understanding Gabelli Funds’ Growth Strategies
03:29 Blurring Lines Between Value and Growth Investing
07:56 Navigating Financial Market Inefficiencies
11:48 Technological Innovations and Investment Opportunities
16:29 Challenges of Managing a Global Growth Investment Fund
23:23 Future Investment Outlook and Market Fundamentals
25:29 Conclusion and Where to Find More Information
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