Meli: Eagle Builds Portfolios Resilient to Macro Cycles and Geopolitical Shocks
Adrian Meli · Adrian Meli – Active Equity Excellence at Eagle (EP.459) · Sep 15, 2025 · at 29:43
Adrian Meli, portfolio manager at Eagle Capital Management, explains his portfolio construction philosophy on Capital Allocators with Ted Seides.
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“What we're trying to do is have a portfolio of return streams that play out at different periods of time, different parts of their life cycle with different factors involved. So that we're not reliant on whether interest rates go up or down or the economy strengthens or softens or something happens in Taiwan.”
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