Outperformance Through Valuation and Wealth Creation

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Speakers

Rafael Resendes
Co-founder
Applied Finance

Rafael Resendes is a founding partner of Applied Finance and co-manages the Morningstar 5-Star large-cap Applied Finance Select Fund and the Morningstar 5-Star small-cap Explorer Fund. In 2021, he became the co-manager to Applied Finance’s ETF, centered around Valuation and Wealth Creation. Mr. Resendes also serves on Applied Finance’s investment committee which oversees their Valuation 50 and Valuation Dividend SMA strategies. Both strategies rank in the top 10% vs their peer group according to Morningstar since inception in 2004 and 2012, respectively.

For the past 30 years, Mr. Resendes has focused his research efforts on:

Valuation

Wealth Creation

Portfolio Construction

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.