The Combined Power of Macro & Micro

Published on
October 31st, 2019
38 minutes

The Combined Power of Macro & Micro

Investment Ideas ·
Featuring Sam Burns

Published on: October 31st, 2019 • Duration: 38 minutes

Sam Burns, chief strategist at Mill Street Research, discusses his fluid approach to selecting stocks in his first appearance on "Investment Ideas." Burns' unique process combines traditional bottom-up, fundamental analysis of 6,000 different public companies with top-down, macro analysis to identify optimal equity opportunities. Burns explains which sectors he recommends and why he advises investors position their portfolios overweight in growth and defensives and underweight value equities. Filmed on September 26, 2019 in New York.