In this engaging episode, host Cary Baronian warmly welcomes Colin Frankenfield to the Heritage family. Colin enriches our discussion with a look back at his formative professional experiences and shares his excitement about our unique investment strategies, highlighting how our approach differentiates us in the ever-evolving market. He provides essential insights into the “Magnificent 7” stocks, noting their substantial growth but also the risks posed by their market concentration. Beyond his professional expertise, Colin offers a glimpse into his personal world, revealing stories that underscore his deep commitment to family values.
Presented by:
Cary Baronian, CFA® Managing Director of Investments
Colin Frankenfield, CFA® Director of Investments
Disclosure
Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. These materials are provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities.
