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1.	00:00	Quarterly Overview
2.	02:20	Attribution Discussion
3.	03:15	The Inflation Debate and Financials Overweighting

4.	04:38	Update on Pandemic Thoughts
5.	05:56	Positioning Update and ESG

Patrick S. Kaser, CFA »

Patrick is head of the Fundamental Equity team and serves as co-lead portfolio manager on the Classic Large Cap Value strategy. Patrick is responsible for researching the financial and healthcare sectors, contributing insights and stock recommendations. Read More »

Learn more about the strategies presented in this webcast:

Classic Large Cap Value »