In short: The third name in Verrone's asset-manager breakout list, cited as leadership within the sector for the first time in years — the tape's message that "stock picking and active matters a lot more than passive."
Invesco is the third name in the same breakout — another fee-based manager whose share price has been a casualty of money leaving active funds. Its improving chart is treated as confirmation rather than as a standalone recommendation.
12:22Rowe to Invesco. That's really the leadership within the asset — Yeah, Ben's been a great chart. That's really been the leadership in the asset management space. Interesting. Yeah. And again, I think I can't think of an industry that benefited more from near zero percent interest rates than private equity.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.