Wednesday, Feb 16

Advisor IQ Replay: Value vs Growth : Considerations When Defining and Capturing Value

The debate surrounding the relative prospects of value and growth stocks rages on. Increasing adoption of index-based approaches reinforces the need to understand how these styles are being defined. Are “growth” and “value” truly mutually exclusive? In this presentation, we walk through some traditional definitions of value and growth and argue for a more modern approach to value investing.

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“Price is what you pay. Value is what you get.” – Warren Buffett

The debate surrounding the relative prospects of value and growth stocks rages on. Increasing adoption of index-based approaches reinforces the need to understand how these styles are being defined.

Are “growth” and “value” truly mutually exclusive?

In this presentation, we walk through some traditional definitions of value and growth and argue for a more modern approach to value investing.

Our guest speaker for this continuing education session is Phillip McInnis, from Avantis Investors.

How to check your current Continuing Education (CE) status:

  • CFP
    • Log into your CFP Board account.
    • Select My CFP® Certification in the left-side navigation.
    • Select View/Report CE under the heading Continuing Education (CE) Summary.

*Please note that if you were unable to attend this event you will not receive the issued CE Credits*

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management.

Want to learn more about Helios Quantitative Research? Click Here to schedule a meeting with one of our representatives!

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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