Podcast: Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

DSM’s Portfolio Manager/Analyst Shirley Hu Anderson sat down with the CFA Society New York’s Compound Insights podcast to discuss key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. Listen here as she discusses portfolio construction and the firm’s approach to valuation.

 

In addition to YouTube, you can tune in to Shirley on the CFANY website, Spotify, or Apple Podcasts.

 

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