With passive and factor investing dominating the strategies of more and more investors, one would be forgiven for thinking that traditional bottoms-up stock picking is a dying art. But they’d be wrong. This week features Glenn Gawronski, who led the JPMorgan Small Cap Equity Fund to a top 1% performance in its Morningstar category before leaving to start his own investing firm called Byron Place Capital Management. Also joining the show is Bloomberg columnist John Authers, who talks about some of his recent columns about value investing and the European debt crisis. 
Mentioned in this podcast:
A Three-Legged Stool Approach to Finding Great Stocks To Invest In
Value Investing’s Time to Shine Again Is Approaching
Now We Can Say Euro-Zone Crisis Is Finally Over