In this episode of "Talks at GS Presents: Insights from Great Investors," Dennis Lynch, Morgan Stanley’s head of Counterpoint Global, discusses the investment trends accelerated by the pandemic, his approach to building his investing team, and why a key lesson from his career is thinking about the sizing of his investment positions. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any recipient is not to be taken as constituting the giving of investment advice by Goldman Sachs to that recipient, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2020 Goldman Sachs & Co. LLC. All rights reserved.