Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the Invesco Global Focus Fund, which has returned 46% this year and consistently ranks in the top 1% of similar funds, joins the podcast to discuss how he approaches investing and the recent rotation in equities.  
Mentioned in this podcast:
‘Very, Very Busy Week’ Wipes Out Traders’ Usual Holiday Doldrums
Chaos in Factor Land Puts Quants on Hunt for Accidental Exposure

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