Session Description

Charlie Munger, vice-chairman of Berkshire Hathaway, has said, “Value investing is simple but not easy.” In this presentation, Lawrence Sarbit will outline some of the major problems that investors face in trying to allocate capital to equities. Then, he will present the method he has used successfully over the past 27 years — a value, business-like approach to buying part-ownership in publically traded companies.


Biography

Financial services veteran Lawrence Sarbit is CEO and chief investment officer for Sarbit Advisory Service. Starting his career in 1979 as an analyst, Sarbit went on to become a portfolio manager for Investors Group before managing the U.S. Growth Fund from 1987 to 1998. By the time of his departure from Investors Group, he was managing over USD 3 billion in assets. In 1999, Sarbit launched the AIC American Focused Fund, which he managed until 2005. Undeterred by industry fads, Sarbit is one of Canada’s most highly respected asset managers, returning above average gains throughout his career by following his successful investment philosophy.

Sarbit Advisory Services
100-1 Evergreen Place
Winnipeg, Manitoba R3L 0E6 Canada


Email: lsarbit@sarbit.com
Phone: +1 204-944-2451

Date and Time

Wednesday, June 15, 2016
11:30 a.m. - 12:30 p.m.

Audience

Global

Track

Retirement/Wealth Planning Strategies