Sunday, May 28, 2023

Navigating Worth Investing Methods within the Trendy 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 purchasers particular person wants and values. Effectively-performing methods aren’t all the time contingent on figuring out useful development shares. Worth investing affords another method to figuring out potential development alternatives throughout 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 Staff, Matt Titus as they focus on worth investing methods and the significance of this class in at this time’s market. 

Matters coated on this webinar embrace: 

  • International occasions and their impression on worth investing;
  • Brief-term vs. long-term advantages of a price investing technique for the fashionable investor;
  • The elements to creating worth investing funds together with intrinsic worth investing methods, evaluation of development 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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