Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
07/01/21 • 47 min
Jim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view for holdings. With a low turnover in the fund, Golan discusses his stringent criteria for adds. Plus, we take a look at some companies that reinvented themselves and could still be in the early innings of big moves: Intuit (INTU), Microsoft (MSFT), and Accenture (ACN). For show notes and charts, visit investors.com/podcast.
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Jim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view for holdings. With a low turnover in the fund, Golan discusses his stringent criteria for adds. Plus, we take a look at some companies that reinvented themselves and could still be in the early innings of big moves: Intuit (INTU), Microsoft (MSFT), and Accenture (ACN). For show notes and charts, visit investors.com/podcast.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
Ep. 118: Matt Caruso: Lessons Of The Last Year, Non-negotiable Rules, And Shades Of Gray
Matt Caruso, President of Caruso Investments, joined the podcast this week to discuss how the last year or so has put so many investing lessons into such a short period of time. He discussed how his post-analysis led him to focus on relative strength in a variety of ways and how he approaches certain criteria as non-negotiables. Plus, we take a look at several trade ideas worth considering: Roku (ROKU), Natera (NTRA), and Freedom Holding Corp (FRHC). For the video version, show notes and charts, visit investors.com/podcast.
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Next Episode
Ep. 120: Jason Thomson: Fundamental Analysis Trumps The Chart For Big Moves
Jason Thomson, portfolio manager at O'Neil Global Advisors, joined the podcast this week to discuss how he uses a deep dive on the fundamental analysis on his core stocks to guide his investing decisions. Thomson shares how he's moved from stock picking to business analysis to capture the true market leaders of a cycle. He shares insights on Shopify (SHOP) and DocuSign (DOCU) as examples of big movers that could have further to go. For the video version, show notes and charts, visit investors.com/podcast.
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