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Adam Steffanus featured on The Wolf on Bay Street with Wolfgang Klein

by Advisory Research on October 11, 2024

Select Dividend portfolio manager Adam Steffanus was recently featured on “The Wolf on Bay Street with Wolfgang Klein."
 
The host, Wolfgang Klein, senior-vice president of Canaccord Genuity Wealth Management, brings his years of experience as an investment advisor to all things market-related, including stocks and bonds, hedge funds and much more.
 
In their discussion, Adam discussed Advisory Research Investment Management, their Select Dividend Strategy, U.S. tech valuations, and a range of other market topics. Full episode below. Adam's section begins at 00.26:17.
 
Additional sections can be found at the following times:
 
  • How do we invest? (00.27:00)
  • Are US Valuations too high? (00.29:30)
  • How do you reconcile taxes and investing? (00.35:45)
  • How are you positioned in Tech? (00.38:00)
  • Where are we in the cycle? (00.40:00)
 
 
More information on the Advisory Research Select Dividend Strategy can be found here.

Advisory Research (“ARI”) is not affiliated with The Wolf on Bay Street podcast or Wolfgang Klein.  While ARI participated in this podcast, this should not be deemed as an endorsement of the sponsor of the podcast or the parties conducting the interviews or podcasts and ARI is not compensated for participating nor do they pay to participate. 

Any content published, or views expressed by ARI are for informational purposes only and should not be considered individual investment advice or a recommendation to invest in any specific security or sector or to adopt any investment strategy. The comments and views expressed by ARI are subject to change based on changing market and economic conditions as well as other factors, are not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy. ARI will not undertake to update any comments or opinions at a later date.

 
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