determining an appropriate investment strategy presented by steve savage
TRANSCRIPT
Determining anAppropriate Investment Strategy
Presented by Steve Savage
Executive Summary
Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports
• 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
Litman Gregory’s Governing Investment Beliefs
3
4 Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports
5 Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports
6 Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports
7 Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports
8 Executive Summary
Performance Review
Market Outlook
Appendix Investment Commentary Reports