Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.