Insight
PM Spotlight: Focusing on Risk to Find Reward
As an accountant and auditor, Bryant VanCronkhite looked for hidden risk around every corner. Today, that risk mindset is the foundation for his team’s approach to adding value to equity strategies.
Key takeaways
- Bryant VanCronkhite is senior portfolio manager on Allspring’s Special Global Equity team.
- His nontraditional background brings a unique perspective to the team’s portfolio construction process.
- Key to this process is using a company’s balance sheet to quantify the potential future value creation over a multiyear holding period.
Related insights
The Special Global Equity team identifies three current market conditions, including U.S. large cap concentration, high but falling inflation, and attractive small-cap stock valuations, and explores why they may signal a comeback for global small-cap stocks.