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.

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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

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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.

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