Date: Monday, July 9, 2012
Topic: Contrarian Value Is not Redundant Investment Strategy
Speaker: Edward von der Linde & Howard Hansen, Portfolio Managers, Linde-Hansen Contrarian Value Fund
Our speakers were successful fund managers at Lord Abbett & Co., managing $15 billion in assets. They recently founded a fund based on unique principles. They will speak on their current bullish view of investing in strongly out-of-favor stocks at a major discount to their intrinsic value. Despite the apparent risk of investing in stocks that are not expected to recover, they believe the risk is controllable through research that determines stocks’ intrinsic value, which will eventually lead to profitability.