Uncertain Markets: Focusing on “Midfielder” Companies

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Many investors are currently focused on expectations for the market, and more specifically, the choice between value and growth stocks, given the elevated level of uncertainty.

In this webinar, Chief Investment Officer Todd Ahlsten and Turner Miller will discuss key learnings from 2020, perspectives on events to be prepared for in 2021, and how investors can allocate to stocks that can do well whether the market moves up or down.

Learning Objectives:

• Understand the effects of major market-moving events in 2020
• Enhance awareness of key events in 2021 investors should prepare for.
• Develop an understanding of how to evaluate companies that can be positioned to do well whether the market moves up or down.

Speakers

Todd C. Ahlsten
Chief Investment Officer, Portfolio Manager
Parnassus

Todd Ahlsten is the Chief Investment Officer and lead Portfolio Manager of the Parnassus Core Equity Fund. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. He also overseesall ofthe firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. He became Chief Investment Officer in 2008. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting.

Turner Miller, CFA
National Accounts Manager
Parnassus

Turner Miller is National Accounts Manager with responsibility for dealer relationships. Prior to joining Parnassus Investments in 2015, Mr. Miller supported the office of the president and worked in product management for LPL Financial. He holds the series 7 and 66 securities licenses. He also holds the CFA designation and is a member of the CFA Society of San Francisco. He received his bachelor's degree in business administration from San Diego State University.

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.