Ann Berry, founder of Threadneedle Ventures, said the current market environment is the ideal moment for active stock picking.
This shift in strategy suggests a move away from broad sector plays toward individual company analysis. As market conditions evolve, investors are weighing whether traditional value havens still provide the same returns as targeted selections.
Speaking June 2, 2026 [1], Berry said at a Bloomberg subscribers-only event in New York. The event served as the launch for Bloomberg Money. During her remarks, she said that she is no longer looking for value in the energy sector [1].
Berry said that energy is no longer an attractive value sector [1]. This pivot comes as she emphasizes the importance of precise stock selection to navigate the current financial landscape. The transition from sector-based value investing to active stock picking reflects a broader debate among fund managers regarding the stability of energy assets.
Her comments highlight a changing sentiment among high-profile investors in the U.S. By moving away from energy, Berry is signaling that the risk-reward profile of the sector has shifted, making individual equity research more critical than ever for portfolio growth [1].
“This is the moment for stock picking.”
Berry's pivot away from the energy sector indicates a declining confidence in energy as a reliable value play. By advocating for stock picking, she is suggesting that alpha will now be found through idiosyncratic company strengths rather than macroeconomic sector trends.
