Investment Strategy: Valuations, Fundamentals, and Emotion-driven Opportunities

Dec 21, 2023

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Learn how to determine an appropriate investment strategy by considering current valuations, future fundamentals, and the impact of fear and greed on shorter-term market behavior. Discover how market dislocations can create opportunities for patient investors with a disciplined process who avoid emotion-driven mistakes. Understand the importance of diversification in navigating uncertain outcomes.

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Investment Strategy: Valuations, Fundamentals, and Emotion-driven Opportunities

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Determining anAppropriate Investment Strategy Presented by Steve Savage
Executive Summary
Litman Gregory’s Governing Investment Beliefs • Current valuations and future fundamentals are the drivers of long-term returns • Fear and greed can drive shorter-term market behavior • Shorter-term market dislocations can create opportunities for patient investors with a disciplined process who avoid emotion-driven mistakes • Outcomes are uncertain so diversification is prudent