In light of the swings in today’s market environment, investors are shifting their asset allocation decisions to accommodate its volatility. As they grapple with what the options are, we look to growth stocks, which we believe have the potential to outperform the overall market over time though may require a higher risk tolerance. What could be the opportunity set here in what some would call a risk-off environment? And how might investors address the concept of FOMO, or fear of missing out, when it comes to investing in growth companies? In this episode of Disruptive Forces, Jason Tauber, Portfolio Manager of growth equity strategies, sits down with Anu Rajakumar to explains his views on how the growth sector, despite today’s volatile market backdrop, may still have its time to shine down the line.
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