H&W Portfolio Manager Patrick Meegan recently participated on the premier episode of The Axius Partners Podcast, where Patrick discussed H&W’s approach to finding global value investment opportunities.
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All investments contain risk and may lose value. This podcast is for general information only and should not be relied on for investment advice.
The portfolio manager’s views and opinions expressed in this podcast are as of April 22, 2021. 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. Any discussion or view on a particular company, asset class/segment, industry/sector and/or investment type are not investment recommendations, should not be assumed to be profitable, and are subject to change. 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.
As of March 31, 2021, the securities identified comprise the following percentages of a representative account within the Global Value strategy: General Electric 4.5%, Microsoft 2.3% and Wells Fargo 5.0%. These securities do not represent all securities purchased, sold, or recommended for advisory clients, and may not be indicative of current or future holdings or trading activity. Please contact H&W at [email protected] for a complete list of current/past securities holdings, subject to the firm’s portfolio holdings disclosure policy.
Investing in equity securities have greater risks and price volatility than U.S. Treasuries and bonds, where the price of these securities may decline due to various company, industry, and market factors. Investing in foreign as well as emerging markets involves additional risk such as greater volatility, political, economic, and currency risks and differences in accounting methods.
A value-oriented investment approach involves the risk that value stocks may remain undervalued or may not appreciate in value as anticipated. Value stocks can perform differently from the market as a whole or from other types of stocks and may be out of favor with investors and underperform growth stocks for varying periods of time.
Market Disruption: The 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 investment strategies and reduce available investment opportunities.
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Past performance is not indicative of future performance.
