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What Does Your Value Fund Believe In? 

Why understanding the beliefs of your value fund matter.

Speakers

Brad Rutan, CFA
Market Strategist 

Jenine Garrelick, CIMA®
Senior Managing Director

Francisco Amado, CFA
AVP, Competitive Analyst 

What Does Your Value Fund Believe In? 

Recorded Monday March 17 at 4:00 ET

Within the Morningstar large-cap value category, there are a variety of peer groups, each with its own philosophy and belief system. Do you know what your value fund believes? Join Brad Rutan and Jenine Garrelick as they explore 

  • the alignment of client objectives and your models
  • why understanding the beliefs of your value fund matter
  • how you may be missing alpha and diversification opportunities
  • why the stage may be set for large-cap value
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