Gleneagle investors joined Lance Rosenberg, Chairman of the Investment Committee, live online for a candid session on the year ahead. Watch the recording below.
Lance offers his perspective on the market this year – the structural shifts underway, what earlier cycles suggest about this one, and where he sees opportunity ahead of wider recognition. The session also steps inside the Emerging Companies Fund strategy, with a closer look at select companies in the portfolios.
Jump To
- 0:00Webinar Start Playback starts here
- 0:38Meet the Chairman
- 2:53The firm behind the fund
- 4:12Why we invest our own money alongside yours
- 9:01Home run or hype? Reading the 2026 market
- 13:11Where we find opportunities
- 15:21The problem with passive investing
- 18:09Why we think in years, not months
- 20:06Why we go upstream, not after the hype
- 23:34Why emerging companies are mispriced right now
- 26:38How we work with the companies we back
- 30:21Why we hold only a select few companies
- 34:14Portfolio highlight: defence manufacturing
- 36:17Portfolio highlight: specialty chemicals
- 39:30Past fund performance
- 41:16The outlook from here
- 44:21Introducing the 2026 fund
- 46:29Q&A: Are we late to the AI boom?
- 50:50Q&A: What about the small-cap rotation?
Learn More about the Emerging Companies Fund Investment Strategy
Access the Information Memorandum
