Saturday, December 9, 2023

Navigating Worth Investing Methods within the Fashionable Market

Profitable investing methods aren’t a one-size-fits-all method. Many distinctive methods exist which permit advisors to make the most effective suggestions for his or her shoppers particular person wants and values. Nicely-performing methods aren’t at all times contingent on figuring out priceless progress shares. Worth investing affords another method to figuring out potential progress alternatives inside the market. Be a part of the dialog with TIFIN’s Head of Gross sales and Asset Administration Partnerships, Tim Stegner as he talks with Knowledge Tree’s Head of Fairness Technique, Jeff Weniger, Diamond Hill’s Portfolio Supervisor, Krishna Mohanraj, and Invesco’s Senior Portfolio Supervisor and Co-Lead for US Worth Equities Funding Crew, Matt Titus as they talk about worth investing methods and the significance of this class in at this time’s market. 

Subjects lined on this webinar embody: 

  • International occasions and their affect on worth investing;
  • Quick-term vs. long-term advantages of a price investing technique for the fashionable investor;
  • The parts to creating worth investing funds together with intrinsic worth investing methods, evaluation of progress vs. worth shares, and extra. 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by









Tim Stegner – Moderator

Head of Gross sales & Funding Supervisor Partnerships



Jeff Weniger, CFA

Head of Fairness Technique

Knowledge Tree


Krishna Mohanraj

Portfolio Supervisor

Diamond Hill


Matt Titus

Senior Portfolio Supervisor and Co-Lead for the US Worth Equities Funding




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