CEO & Portfolio Manager George Davis and Portfolio Manager Ryan Thomes sit down with Bob Huebscher to discuss the historical performance of value relative to growth and why current valuation differentials across the market cap spectrum creates a compelling opportunity for value investors.
All investments contain risk and may lose value. Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.
The webinar is for information purposes only and should not be considered investment advice of any particular security, sector, asset class, strategy or investment product. Any discussion and/or view on a particular event, asset class, industry, and/or investment type are not investment recommendations.
The portfolio manager’s views and opinions expressed in this webinar are as of March 31, 2020. Such views are subject to change and may differ from others in the firm, or the firm as a whole. The portfolio manager’s comments include some estimated and/or forecasted views, which are believed to be based on reasonable assumptions within the bounds of current and historical information. However, there is no guarantee that any estimates, forecasts or views will be realized. In the event of new information or changed circumstances, H&W reserves the right to change its investment perspective and outlook and has no obligation to provide revised assessments and opinions. Certain information presented is based on proprietary or third-party estimates, which cannot be guaranteed and are subject to change. Information obtained from independent sources is considered reliable, but H&W cannot guarantee its accuracy or completeness.
The portfolio manager’s views on value investing should not be construed as expected performance. There is no guarantee of future performance of value investing, nor any value strategy or products of the firm. Past performance is not indicative of future results.
Market Disruption: The recent global coronavirus pandemic has caused and continues to cause disruption in the global economy, unprecedented business and travel disruption and extreme fluctuations in global capital and financial markets. H&W is unable to predict the consequences of the upheaval caused by coronavirus pandemic, which, depending on the severity and the length of the outbreak, has the potential to negatively impact the firm’s investing views, strategies and products.
Webinar is for Investment Advisory Clients.