Going Against the Grain: The Case for Value – Harbor – 11.10.20

Overview:
Title: Going Against the Grain: The Case for Value
Date: Tuesday, November 10, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

On Demand Soon.

The topic of growth investing versus value investing is one of the most widely discussed amongst investment professionals with the recent material outperformance of growth only increasing the intensity of this debate. Despite many calling for the end of value, Harbor believes the debate is more nuanced than simply “growth indices will outperform value indices in the future and, thus, this is the end of value.”

Join Andrew Prewitt, Managing Director of Harbor Capital Advisors, Inc. and James Henderson, Principal and Client Portfolio Manager of Aristotle Capital Management, LLC in a session moderated by James Wilson, Investment Specialist, Harbor Capital Advisors, Inc. in an active dialogue as they attempt to answer important questions such as:

  • Why has value struggled?
  • What are appropriate definitions of value amidst rapid technological change and disruption?
  • Where does value fit in a portfolio for 2021 and beyond?
  • What are some potential catalysts for value going forward?

Throughout the discussion, you’ll hear why Harbor and Aristotle believe value is still compelling and makes sense as a critical part of client portfolios.

Speakers:
Andrew Prewitt, CFA Andrew Prewitt, CFA Managing Director Harbor Capital Advisors, Inc.

Andrew Prewitt is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment group, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Andrew was portfolio manager/manager research analyst at UBS Global Asset Management (Americas) Inc. He earned a B.B.A. in Accounting and MAcc (Masters in Accountancy) in Accounting from the University of Wisconsin-Madison. Andrew is a CFA® charterholder.
James Henderson, CFA James Henderson, CFA Principal, Client Portfolio Manager Aristotle Capital Management, LLC

James (Jim) Henderson is a member of the Aristotle Capital investment team and a veteran of the investment industry. Jim was a senior analyst and Portfolio Manager at Reed, Conner & Birdwell, LLC (RCB) for 10 years. (RCB combined its business with Aristotle Capital in January 2012.) Prior to his tenure with RCB, Jim served as a partner and Portfolio Manager at Metropolitan West Capital Management, LLC and Van Deventer & Hoch, Investment Counsel. Jim earned his Bachelor of Science degree in Finance and Economics from California State University, Northridge. He is a CFA® charterholder.
James Wilson, CFA James Wilson, CFA Investment Specialist Harbor Capital Advisors, Inc.

James Wilson is an investment specialist at Harbor Capital Advisors, Inc. He is part of the Investment Strategy Team that provides insights on financial markets and serves as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, James was an Operations and Performance Analyst at Advisor Investments, where he evaluated and synthesized investment information for clients. He earned a B.S. in Financial Management from Clemson University. James is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.