Thornburg Investment Management의 포트폴리오 매니저인 Emily Leville은 소비자 주식에서 “하이-로우” 접근법을 취하고 있으며, 브루넬로 쿠치넬리와 같은 초호화 이름을 선호하고 있으며, 더 낮은 가격에서는 영국의 B&M과 같은 이름을 선호하고 있습니다. 그녀는 또한 GLP-1 약물로부터의 변형으로부터 많은 승자들이 나오는 것을 봅니다. 그녀는 블룸버그의 소날리 바삭, 맷 밀러, 케이티 그리펠드와 “오픈 인터레스트”에서 이야기합니다.”
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Emily 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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