Cart Summary
0 item(s) ($0.00)
Become a CFA Boston Member
Programs & Events
Other Services
Event Details

Event Registration - The Evolution of a Value Investor And Perspectives

Generic Event Image
Tuesday, September 15, 2020
12:00 PM - 1:30 PM Eastern Daylight Time
The Evolution of a Value Investor and Perspectives on the Current Market Environment

Since the start of the U.S. equity bull market that began after the financial crisis, value investors have consistently struggled against their growth-oriented peers. From April 2009 through the end of 2019, the Russell 1000 Growth Index outperformed the Russell 1000 Value Index on a price-only basis by 4.5% per annum. Year-to-date, the performance gap has worsened, with growth beating value by almost 3,000 basis points through the end of June.

With the value vs. growth discrepancy now at levels on par with the peak of the dot-com bubble, is this time different? Has value investing been rendered obsolete? What is the most intelligent way to move forward?

Join us on September 15, 2020 as CFA Society Boston hosts a webinar featuring legendary value investor, author, and Columbia Business School professor Joel Greenblatt, Managing Principal and Co-CIO of Gotham Asset Management. Joel will discuss how he values businesses, the future of value investing, and share his latest views on the market today. He will also be joined in the Q&A session by Gotham's Director of Research, Adam Barth.

Speaker Bios

Joel-Greenblatt-Headshot-Smallddd
Joel Greenblatt

Joel Greenblatt serves as Managing Principal and Co?Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches "Value and Special Situation Investing." Mr. Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm. He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), and The Big Secret for the Small Investor (Random House, 2011). He is the Former Chairman of the Board (1994?1995) of Alliant Techsystems, a NYSE?listed aerospace and defense contractor. He holds a BS (1979), summa cum laude, and an MBA (1980) from the Wharton School of the University of Pennsylvania.

Adam Barth
Mr. Barth serves as Director of Equity Research. He joined Gotham in 2005 to conduct fundamental research alongside Messrs. Greenblatt and Goldstein, and in 2006 he assumed responsibility for expanding Gotham Capital's research efforts and building the analyst team. He currently manages all fundamental research and data collection to support Gotham's proprietary global database of company financial information. Mr. Barth holds a BA (1992) from the University of Pennsylvania and earned a JD (2004) from the Duke University School of Law.



Progress %

Elapsed time:  Estimated time: