{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Running a tight, high-conviction portfolio in a noisy market","description":"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\u2019ll hear Emme\u2019s perspective on:  Why concentrated portfolios sharpen focus and conviction How to adapt quickly when facts change Lessons learned from retail \u201cguerrilla warfare\u201d 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.      For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you\u2019re based outside of the U.S., visit capitalgroup.com for Capital Group insights.      Watch our latest podcast, Conversations with Mike Gitlin, on YouTube:  https:\/\/www.youtube.com\/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi &amp;nbsp;      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      To stay informed, follow us    LinkedIn:  https:\/\/www.linkedin.com\/company\/capital-group\/posts\/?feedView=all    YouTube:https:\/\/www.youtube.com\/@CapitalGroup\/videos    Follow Mike Gitlin:https:\/\/www.linkedin.com\/in\/mikegitlin\/      About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people\u2019s 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.      Learn more: capitalgroup.com      Join us: capitalgroup.com\/about-us\/careers.html&amp;nbsp;      Copyright \u00a92025 Capital Group ","author_name":"Capital Ideas Podcast","author_url":"https:\/\/www.capitalgroup.com\/advisor\/insights\/podcast.html","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39259705\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/130af6\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/196170530"}