Business
Investors often wonder how portfolio managers react to major macro events, like the COVID-19 pandemic. Often times, making only small changes or no changes at all can be more beneficial than a significant overhaul. Quality Capital Reinvestment Portfolio Manager David Siino joins to discuss how he reacted the market events caused by the pandemic. He explores the changes made and not made, new company types that made it through the strategy's screen and lessons learned from the pandemic.