Successful investing strategies aren’t a one-size-fits-all approach. Many unique strategies exist which allow advisors to make the best recommendations for their clients individual needs and values. Well-performing strategies aren’t always contingent on identifying valuable growth stocks. Value investing offers an alternative approach to identifying potential growth opportunities within the market. Join the conversation with TIFIN’s Head of Sales and Asset Management Partnerships, Tim Stegner as he talks with Wisdom Tree’s Head of Equity Strategy, Jeff Weniger, Diamond Hill’s Portfolio Manager, Krishna Mohanraj, and Invesco’s Senior Portfolio Manager and Co-Lead for US Value Equities Investment Team, Matt Titus as they discuss value investing strategies and the importance of this category in today’s market.
Topics covered in this webinar include:
- Global events and their impact on value investing;
- Short-term vs. long-term benefits of a value investing strategy for the modern investor;
- The components to developing value investing funds including intrinsic value investing strategies, analysis of growth vs. value stocks, and more.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Tim Stegner – Moderator
Head of Sales & Investment Manager Partnerships
Jeff Weniger, CFA
Head of Equity Strategy
Senior Portfolio Manager and Co-Lead for the US Value Equities Investment