Keith Smith Featured in Willow Oak’s “Think Like a Portfolio Manager”
Is fundamental investing appreciated in today’s market? Keith Smith joined Steven Kiel (Arquitos Capital), Shree Viswanathan (SVN Capital), and Jeremy Deal (JDP Capital) to share his observations. The managers discuss everything from interest rates and inflationary trends, to dividends and corporate reinvestments, to shifts in corporate restructuring and blockchain's impact on corporate growth in the US and global markets.