Haruki PM interview

Pricing power can be an important lever a company pulls when inflation is running hot. How a company uses – or doesn’t use – its ability to raise prices can say a lot about its durability and competitive longevity. Portfolio Manager and Head of Mid and Large Cap Equity, Haruki Toyama, joined the Animal Spirits podcast to discuss this and other attributes we look for in a potential investment.

In the episode:

  • The importance of a wide and deep moat
  • Realized vs. unrealized pricing power
  • Consumer spending trends
  • Keeping a long-term horizon despite the increasing speed of information and change
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