Welcome to our first episode of the Lighthouse Canton Insights Podcast.
In this episode, we speak to Kenny Arnott, CIO of Arnott Opportunities Fund, who shares how focusing on asymmetric returns can give your investment approach a competitive edge. Giving a broad overview of the three market regimes that are key when it comes to evaluating risk, Kenny also shares about effective ways to approach a possible recession so that you can build a portfolio that can endure different market regimes.
This podcast was recorded on 27 September 2022 and was prepared based on the information available on the date of recording.
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