Valuation Driven® Investing: Exploiting Value and Growth Investors for Long-Term Wealth Creation

Summary Already Registered? Click here »

Speakers

Rafael Resendes
Co-founder
Applied Finance

Rafael Resendes is a founding partner of Applied Finance and co-manages the 5-star Applied Finance Select Fund. Mr. Resendes also serves on Applied Finance’s investment committee which oversees their Valuation 50 and Valuation Dividend SMA strategies, which since inception in 2004 and 2012 respectively are both ranked as top 5% strategies according to Zephyr.

For the past 30 years, Mr. Resendes has focused his research efforts on valuation, and how to make it relevant to equity portfolio construction. His research interests and activities focus on:

Measuring corporate performance

Modeling the effects of competition to avoid perpetuity assumptions in valuations

Estimating corporate risk

Mr. Resendes co-founded The Applied Finance Group in 1995 with Daniel Obrycki, and they have also founded – Applied Finance Advisors and Applied Finance Capital Management.

Mr. Resendes earned his BS from UC Berkeley and an MBA from the University of Chicago.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.