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"High-Low" Approach in Consumer Names: Leveille
Posted
August 20, 2024
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August 20, 2024
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9:26Now PlayingEmily Leveille, Portfolio Manager at Thornburg Investment Management, is taking the "high-low" approach in consumer stocks, preferring ultra-luxury names like Brunelo Cucinelli, and on the lower-end, names like UK's B&M. She also sees a lot of winners coming out of the transformation from GLP-1 drugs. She speaks to Bloomberg's Sonali Basak, Matt Miller and Katie Greifeld on "Open Interest."
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