In October 2023, the Asset Allocation Committee introduced an ETF focused on uranium and uranium producers into its mid-cap equity exposure as part of their regular quarterly update. The price of that ETF has surged since Confluence bought it, adding to the returns of the firm's Asset Allocation portfolios to date. Chief Market Strategist Patrick Fearon-Hernandez joins the podcast to explain what drove Confluence to make this new investment and what they expect from it in the future.