Wellington’s Andrew J. Shilling and Clark R. Shields, sub-advisers to the Vanguard U.S. Growth Fund, talk about investing in companies with secular growth and competitive advantages in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI mutual fund analyst, and co-host Gina Martin Adams, BI chief equity strategist, spoke with Shilling and Shields about how they approach valuations through time-frame arbitrage and what they look for in management teams.

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Since its inception, Vanguard has maintained that active investing — if delivered in a low-cost way — can play a meaningful role in a client’s portfolio, for investors who have the tolerance to take that on, says Dan Reyes, global head of investment product at Vanguard. On this episode of the Inside Active podcast, host David Cohne, mutual fund and active analyst with Bloomberg Intelligence, along with co-host Eric Balchunas, BI senior ETF analyst, speak with Reyes about the process of launching new active products, the trend toward active ETFs and the selection of external managers. They also discuss the evaluation of enduring investment merit of products and how Vanguard’s active lineup has evolved over time.

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Jim Golan, co-manager of the William Blair Large Cap Growth Fund, talks about how he identifies structurally advantaged companies, sectors and themes in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI’s mutual fund and active analyst, and co-host Gina Martin Adams, BI’s chief equity strategist, ask Golan his views on managing risk with a concentrated portfolio, how to work through periods when growth is out of favor and how the rise of passive investing has affected the market.

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One of the fastest-growing parts of the ETF market are for lower-risk products, including “buffer ETFs” that give a defined outcome, increasingly being favored by baby boomers. In this episode of Inside Active, Calamos Advisors’ Head of ETFs Matt Kaufman and Co-Head of Alternative Strategies David O’Donohue discuss how structured-protection ETFs work with host David Cohne, Bloomberg Intelligence’s mutual fund and active analyst, and co-host James Seyffart, BI ETF analyst. They also discussed how the ETF industry has changed and what the future of active ETFs could have in store.

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The Russell 2000 plunged this month amid expectations for significant economic weakness and a credit crunch, Michael Coyne, Voya’s head of small-cap growth, tells Bloomberg Intelligence. In this episode of Inside Active, Coyne sits down with host David Cohne, BI’s mutual fund and active analyst, and co-host Michael Casper, BI’s sector and small-cap strategist, to discuss the growth metrics he uses for selecting small-cap stocks and how he determines sustainable valuations. They also talked about the recent selloff, where small caps could go from here and evaluating risk and reward.

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AdvisorShares Chief Operating Officer and Portfolio Manager Dan Ahrens talks vice investing and what it took to get a US cannabis ETF listed with host David Cohne, Bloomberg Intelligence mutual Fund and active analyst and co-host Breanne Doherty, BI’s head of thematic strategy. They also discuss how Dan evaluates companies for the portfolio, why active is better than indexing for cannabis investing, and the potential for cannabis rescheduling.

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Eduardo Repetto, Avantis Chief Investment Officer and Portfolio Manager, says he screens for companies that have a good balance sheet and good cash flow and are trading at an implied discount rate. In this episode of the Bloomberg Intelligence Inside Active podcast, host David Cohne, BI mutual fund and active analyst, and co-host, Christopher Cain, BI’s US quantitative strategist, speak to Repetto about how he builds highly diversified, high-performance portfolios, including his use of factor analysis.
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Sonu Kalra, manager of the Fidelity Blue Chip Growth Fund (FBGRX), looks for companies in under-penetrated large addressable markets that have above-average growth potential. Kalra joins the inaugural episode of the Bloomberg Intelligence Inside Active podcast, hosted by David Cohne, BI’s mutual fund analyst, and co-hosted by Gina Martin Adams, BI’s chief equity strategist. Kalra discusses his process of selecting stocks, valuations and how to navigate tough years for growth strategies.

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