Growth Companies: Outcome Makers vs. Outcome Takers

Charles Kantor, Neuberger Berman Long Short Strategy Senior Portfolio Manager, recently appeared on Bloomberg TV with Tom Keene. Charles shared his views on a number of topics including:

  • Why he believes growth companies present an attractive opportunity for investors, even though economic growth is expected to be choppy and challenged for some time.
  • What may be learned about companies when economic, geopolitical and social disruption arise.
  • Why COVID-19 is potentially an opportunity to restart the economy and may accelerate certain trends such as cloud computing, as well as create a bifurcation between essential and non-essential businesses.