All investments contain risk and may lose value. This podcast is for general information only and should not be relied on for investment advice or recommendation of any particular security, strategy, or investment product.
The portfolio manager’s views and opinions expressed in this podcast are as of October 14, 2020. Such views are subject to change and may differ from others in the firm, or the firm as a whole. The portfolio manager’s comments include some estimated and/or forecasted views, which are believed to be based on reasonable assumptions within the bounds of current and historical information. However, there is no guarantee that any estimates, forecasts or views will be realized. In the event of new information or changed circumstances, H&W reserves the right to change its investment perspective and outlook.
The banks highlighted do not represent all of the banks or securities purchased, sold, or recommended for advisory clients, and may not be indicative of current or future holdings or trading activity. There is no assurance that the securities discussed will remain in the portfolio or that securities sold have not been repurchased. No assumptions should be made that the banks discussed, or all investment decisions by the firm were, or will be profitable. Securities held in the firm’s strategies are subject to change without notice; a complete list of securities held in the firm’s strategies are available upon request or at www.hwcm.com, subject to the firm’s portfolio holdings disclosure policy.
Market Disruption: The recent global coronavirus pandemic has caused and continues to cause disruption in the global economy, unprecedented business and travel disruption and extreme fluctuations in global capital and financial markets. H&W is unable to predict the consequences of the upheaval caused by coronavirus pandemic, which, depending on the severity and the length of the outbreak, has the potential to negatively impact the firm’s investment strategies and reduce available investment opportunities.
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Past performance is not indicative of future performance.