Educational Series: A 3-Minute Deep Dive on Valuation-based Active Investment

In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains valuation-based active management.

Starting by defining valuation-based active management, we learn that a valuation-based approach involves a rigorous analysis of a company's financial health. Candis then explains how this approach can lead to better outcomes compared to a passive-only approach, including lowering volatility, the ability to accommodate client-specific requests and how this approach is imperative to tax gain/loss harvesting operations.

 

 

DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.