Growth and Value: What’s the Right Balance? – Harbor – 9.2.21

Overview:
Title: Growth and Value: What’s the Right Balance?
Date: Thursday, September 2, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand Soon. Join our panel of senior investment professionals as they share their perspective on growth and value, including why we believe maintaining style neutrality poses investment benefits. Topics include:

  • Why U.S. large growth & value equities are attractive
  • Enhanced diversification benefits of growth & value
  • Why active matters within U.S. large cap equities

Discover why maintaining exposure to both styles has produced substantially lower levels of volatility year-to-date.

Speakers:
Ross Frankenfield, CFA Ross Frankenfield, CFA Managing Director – Head of Investment Specialist Team Harbor Capital Advisors, Inc.

Ross Frankenfield is a managing director at Harbor Funds Distributor, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA®charterholder, a member of the CFA®Institute and the CFA®Society Boston, Inc.
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.
Richard Mastain Richard Mastain Managing Director Jennison Associates LLC

Rick is a Client Portfolio Manager for Jennison’s large cap growth strategies. He joined Jennison in 2000. Prior to Jennison, Rick spent seven years at Dreman Value Advisor/Zurich Investment Management, where he was responsible for client service and marketing. He received a BA in history from Bowdoin College.