Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.
This week we interviewed Jed Ellerbroek, Jr., a veteran portfolio manager with two decades of experience. He manages large-cap strategy at Argent Capital, which oversees $4 billion in assets. He previously spent a decade overseeing small-cap stocks for PNC Capital Advisors.
Join our Best Ideas Club to gain access
Become a paying subscriber to unlock this post and access our full library of high-conviction investment ideas from elite investors.
Upgrade