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October 8, 2026

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Inside the Portfolio: Where We’re Finding Opportunity Now

This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers R. Patrick Kent, Sam Rahman, HAM CIO John McNamara and Hedgeye CEO Keith McCullough.

Disclosure: 

Hedgeye Asset Management, LLC ("HAM") is a registered investment adviser and controlled subsidiary of Hedgeye Risk Management, LLC ("HRM"). HAM is compensated, in part, on the asset size of the funds it manages and therefore benefits directly from investments in those funds. HAM is a subsidiary of HRM. HRM holds an ownership interest in HAM and provides research and other services to HAM under a revenue share agreement. As such, HRM benefits indirectly from investments in the funds managed by HAM.  For full disclosures, review HAM's Form ADV at https://adviserinfo.sec.gov/

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