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Webinar Series: Valuation Driven™
Apr 22, 2020 03:00 PM in Central Time (US and Canada)
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Valuation Driven™ investing begins and ends with calculating the intrinsic value of every stock in a benchmark against which a portfolio is constructed, and comparing those values against traded prices.

All of Applied Finance’s portfolios are Valuation Driven™, which differs significantly from traditional “value” approaches that rely on noisy accounting data and cheapness multiples.

Learn why the Valuation 50 and Valuation Dividend strategies have outperformed over the past decade and why these strategies perform their best after down markets.

Leverage Applied Finance world class research to:

  • Stand out as an advisor and attract new clients
  • Enhance interactions and communication with existing clients
  • Gain a deeper understanding and insight into the Applied Finance portfolio construction process

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Webinar Agenda:

Rafael Resendes, Co-Founder and CIO
Brief introduction to the Applied Finance Valuation Driven™ process and how it has consistently explained market results over time and overcomes the problems inherent to EPS and P/E approaches.

Jun Wang, CFA, Partner and PM/Analyst
Jun provides an in-depth look at the “ how and why” stocks are added or sold from the Valuation 50 and Dividend strategies.  In addition, she will answer questions about existing holdings or other thoughts about the portfolio.

About the Valuation 50
The Valuation 50 is a Valuation Driven™ investment strategy composed of a focused group of 50 stocks designed to consistently outperform the S&P 500 index in a tax efficient manner.
The Valuation 50 is managed by a team of analysts who conduct a systematic process that combines fundamental and qualitative research work, with valuation as the core guideline.  In sum, the Valuation 50 aims to identify high quality and undervalued companies, which have the capacity and potential to thrive in economic cycles and outperform the overall market through an extended holding horizon.

About  the Valuation Dividend
The Valuation Dividend is an investment strategy composed of a focused group of 25-35 stocks designed to provide capital appreciation and a higher than average dividend yield in a tax efficient manner.

The Valuation Dividend is managed via a quantitative process and analyst due-diligence. The quantitative process implements rigorous screening criteria to identify undervalued companies with compelling dividend yields. The analyst oversight incorporates in-depth analysis of companies’ financial viability, corporate strength/weakness, and long-term dividend pay-out track record.

In sum, the Valuation Dividend portfolio aims to identify high dividend paying companies with attractive valuation and sustainable financial prowess to thrive in economic cycles and outperform their high dividend peers through an extended holding horizon.

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