Stocks We Think The Market Likes (because we listened)

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Presented by

Edwina Acheson, LACM Global Ltd. | Brad Rowe, CFA, Los Angeles Capital | Edward Rackham, Ph.D., Los Angeles Capital

About this talk

Don’t fight the tape: how to use market preferences to capture opportunities and manage risk Every investor has experienced the frustration of seeing the market move against their best ideas. The investor has done their research, double checked their assumptions, and carefully built a position to minimize market impact. The market simply needs to cooperate and recognize intrinsic value, yet often has different ideas, resulting in drawdowns that can be both prolonged and painful. In this webinar, Los Angeles Capital will demonstrate how a model of Investor Preferences can work as a stand-alone signal, a catalyst to complement fundamental signals, and a compass to navigate turbulent and unprecedented market environments. The Firm uses a framework analogous to the recommender systems ubiquitous in the online economy to identify characteristics favored in the current environment and the specific stocks that best capture those themes. Presented by: – Edwina Acheson - Managing Director, Principal, LACM Global, Ltd. – Brad Rowe, CFA - Co-Director of Research, Principal, Los Angeles Capital Management – Edward Rackham, Ph.D. - Co-Director of Research, Principal, Los Angeles Capital Management Moderated by: Brendan Maton
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