Insights Investment Deep Dive: A Roundtable With Bessemer's Equity Portfolio Managers

Peter J. Langas

May 25, 2021
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  • 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.
Chief Portfolio Strategist
Co-Head of Equities
Co-Head of Equities
Portfolio Manager
Portfolio Manager