{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Finvestment-update.simplecast.com%2Fepisodes%2Fq4-2025-investment-update-acN0phkc","width":444,"version":"1.0","type":"rich","title":"Q4 2025 Investment Update","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/e7991dd0-4432-4f05-946c-a4c17ec6f242/9e1d2da8-4520-4af1-92cd-a614d6ca4504/see-20what-20we-20see-20-20cct-20-20podcast-2.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/bfefe467-7e8c-464a-9c08-23ca94a1e9b4\" height=\"200\" width=\"100%\" title=\"Q4 2025 Investment Update\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Edward Dobranetski, Managing Director and Senior Portfolio Manager, reviews Q4 2025.\n\nAfter a year of exceptionally strong returns globally, we expect more muted performance in equity markets in 2026. We are excited, however, by the dynamics unfolding for our investment themes, which we believe provide excellent hunting grounds for companies with significant, long-term share price appreciation.  "}