“What do we want to own when things are cheap?” is the question driving great investor David Giroux on a daily basis.
Giroux is the Chief Investment Officer and Head of Investment Strategy for T. Rowe Price Investment Management. His reputation as a great investor has been earned as the Portfolio Manager of T. Rowe Price’s Capital Appreciation Fund, which he has run since 2006.
It’s been a rough year for the markets and Capital Appreciation, although it’s down less than the market and its category. In this weekend’s episode, Giroux will give us his view of the state of the market, its risks, and potential rewards.
00:00 Hello 00:45 Introduction 02:30 Interview with David Giroux 22:33 One Investment 24:28 Action Point
