66. Kentucky. There’s more to it than just fried chicken
May 13, 2020
Mark Sherlock, lead portfolio manager of the Hermes US SMID Equity fund, and his colleague Steve Chiavarone, discuss ditching oil-related companies and shopping malls and reinvesting in tech. They also talk about the possibility of the US bringing manufacturing home - and how smaller companies could be a big part of reconfigured supply chains… With one of lowest tax rates in the world, an educated workforce and plenty of room, is Oklahoma the place to be in the ‘twenties’?