Outlook for US Equities with John Pandtle, CFA, Eagle Asset Management
June 5, 2014: 6:30 PM - 10:00 PM
We have a collaborative Chicago Booth / CFA Singapore event on US Equities taking place on June 5th on the Chicago Booth campus.
Chicago Booth Singapore Campus
101 Penang Road
Singapore 238466, Singapore
The US equity markets have enjoyed five calendar years of positive returns. Top of the mind of most investors is whether the markets can continue advancing after such a long run. Nearly two years after its launch, the Nordea 1 – North American All Cap Fund which is sub-managed by Eagle Asset Management, Inc. has surpassed USD 2 billion of assets under management.
The Nordea 1 – North American All Cap Fund is managed according to the similar investment philosophy and investment process as the Eagle U.S. All Cap Equity Composite (with some specific limits and restrictions). The Eagle U.S. All Cap Equity Composite has a track record of 15 years, which almost doubled the performance of the S&P 500 and Russell 3000 since 1999.
The consistent outperformance of both the Russell 3000 and S&P500 Indices was achieved using their Value and Reasonable Growth (VARG) philosophy. The VARG is a unique approach, combining a classic value style with a focus on growth catalysts. The investment beliefs are market's misjudgement resulting in companies that are unpopular or oversold and also looking into growth catalysts of quality companies with a clear path to unlocking intrinsic value.
John Pandtle, CFA (Speaker)
Portfolio Co-Manager of the Nordea 1 - North American All Cap Fund, Eagle Asset Management, Inc
John has 20 years of investment experience. He re-joined Eagle in 2009. Prior to re-joining Eagle, he was President & Managing Director of Nexity Capital Management. His extensive investment experience also includes positions in equity research at Raymond James & Associates and The Robinson-Humphrey Company. John earned a B.B.A. from the University of Georgia in 1993. He is a CFA charterholder
Arun Kelshiker, '09 (EXP-14)