1st Source management emphasizes discipline in volatile markets
1st Source management urged investors to stay disciplined during volatile markets, arguing that headline-driven moves often hurt long-term results.
Chief Investment Officer Paul Gifford said portfolio oversight continues without frequent trading, with teams monitoring macro conditions, markets, and company fundamentals.
Senior Portfolio Manager Matt Noll framed performance around client financial goals rather than beating benchmarks such as the S&P 500.
Noll warned that chasing recent technology-led gains can raise concentration risk, reinforcing a preference for diversified portfolios.
SRCE•
