In this video, Chip Ridley, CFA, Managing Director, reflects on a bittersweet 2025. While absolute returns were solid and longer term performance remains strong, results were mixed relative to the broader market. He discusses the key drivers of the year, including AI related positioning, challenges in software and healthcare, and the impact of being underweight financials. Chip also outlines portfolio adjustments and highlights opportunities ahead in healthcare, European defence, and the increasingly attractive small and mid cap universe.
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Updated: 03 Jul 2026
