Modern Day Asset Management with Ross Klein, CFA, CIO and Vince Lorusso, PM at Changebridge Capital




Valuewalk's ValueTalks show

Summary: Hello podcast listeners, Today is a very special episode with Ross Klein, CFA, and Vince Lorusso. Ross is founder and CIO at Changebridge Capital and Vince is Partner and Portfolio Manager at Changebridge Capital where they manage the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. Vince brings over 22 years of investment industry experience where he worked as a Portfolio Manager at Clough Capital Partners and was a Senior Investment Consultant with Natixis Asset Management. He earned his Master in Finance and Bachelor of Science in Finance and English from Boston college. In today’s episode we discuss their approach to investing, where they find opportunities, and how to think about active management. Enjoy and thanks for the listen!