Insights Investment Deep Dive: A Roundtable With Bessemer's Equity Portfolio Managers
May 25, 2021
- As we emerge from the worst of the COVID-19 pandemic in the U.S., internal equity mandates remain focused on investing over a long-term horizon.
- Bessemer’s portfolio managers continue to seek companies with strong management teams, balance sheets, and cash flow generation potential.
- Bessemer’s internally managed equity portfolios reflect the view that certain trends have been accelerated by the pandemic, and structural shifts may occur in some sectors.
- With greater confirmation of a positive path forward for the economy, Bessemer’s equity portfolio managers have increased exposure to cyclical-oriented stocks.