US Equities Fund Selector Masterclass, May 2026

Are US equities overpriced or full of opportunity? Industry experts debate alpha in a mega-cap market. Discover active strategies for uncovering hidden value in unloved sectors and navigating global risk with tactical diversification. 

Fund Selector: James Penny, CIO, TAM Asset Management 

Speakers: 

• Richard Carlyle, Equity Investment Director and Portfolio Strategy Manager, Capital Group 
• Robert Bierig, Portfolio Manager, Harris | Oakmark
• Jim Dorment, Co-Head of Fundamental Research and Portfolio Manager, Allianz Global Investors

Learning Outcomes 

1. How to build diversified portfolios in concentrated markets 
2. The outlook for value investors
3. The investment implications of the US Capex boom

Chapters

• 02:31 Assets running, US view
• 10:55 Is the US Still the Best Place to Do Business?
• 18:48 Will AI Market Strength Broaden?
• 30:21 Focus on Healthcare: Value, Growth, and Opportunities
• 33:53 Macro Risks: Geopolitics, Oil, and Stock Selection