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Jonathan Schiessl not worried about short-term moves; prefers largecaps in these 3 sectors
Jonathan Schiessl, Deputy CIO at Westminster Asset Management, emphasized their medium to long-term investment strategy, favoring financials and large-cap consumer companies despite short-term market movements. He acknowledged overextension in smaller caps while advocating for selective investment in dominant new-age tech firms that can sustain growth. Schiessl remained committed to financials and capital goods sectors.
