Today’s Talk Your Book is brought to you by Madison Investments:
See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss investing in Large-Cap and Mid-Cap US Equities.
On today’s show, we discuss:
- Harukis investment process
- Finding companies with a wide moat
- Understanding the value v growth dynamic
- Finding the sweet spot in earnings growth
- Positioning a portfolio with macro-economics
- Understanding pricing power with Starbucks
- Are cycles getting shorter?
- How the investment process works with Madison
- Investing during earnings season
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