BRUGERE-TRELAT: AVOIDING BURNOUT
Phillipe Brugere-Trelat has managed top performing European and international portfolios through several decades of booms, busts, financial crises, and most recently Brexit. How has he avoided burnout?
TRENNERT: POPULAR THEME PORTFOLIOS
Jason Trennert and his partners founded Strategas Research Partners ten years ago as an independent macroeconomic, investment strategy and policy firm for institutional clients. As part of that work they have identified some major investment themes and constructed model portfolios to match. Three portfolios have proved to be so popular that the firm recently created Strategas Asset Management to run them for clients.