October 20, 2023
Third Quarter Review: NCM Core Global and NCM Core International
Phil D'Iorio, MBA, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
Phil D'Iorio, MBA, CFA
I search around the globe for best-of-breed companies trading at attractive valuations. And I spend a significant amount of time thinking about portfolio construction to ensure that the portfolio is optimized to reflect where we are in the cycle.