Webinar: Value investing: Should you stay the course?
Endowus Insights
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Webinar: Value investing: Should you stay the course?

10 Jun
16 May

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0:00 - Introduction

5:41 - US equities: the current state and the AI rally

8:00 - Defining value investing

22:45 - Assessing companies through a value investor's lens

33:53 - Recessionary fears and how to adapt

41:38 - How to apply diversification in equity portfolios

46:50 - Lessons learnt: Common mistakes value investors make

52:30 - Is there still value in US equities?

About the session

This webinar is brought to you by Endowus in partnership with Natixis Investment Managers

In an era where 50% of the S&P 500 index weight is represented by asset-light business, with Magnificent 7 stocks still dominating investors’ minds, how should the value investor adapt to this? In addition to looking for “cheap stocks”, what other criteria should investors look out for in companies when making value factors relevant in investors portfolios? 

Join us in an exclusive webinar with Laura Rieber, Investment Specialist for Harris Associates, an award-winning manager specialising in value investing within Natixis Investment Managers, and Min Axthelm, Head of Investment Research at Endowus as they explore how investors can balance and diversify their overall portfolio while ensuring that they stay disciplined and invested for the long-term in today’s markets. 

  • What is value investing and what it means for a US equity manager? 
  • Harris Associates’ definition of value, investing discipline and core philosophy
  • Why do we need value investing while navigating market highs?
  • How to identify undervalued investment while maintaining a long-term investing horizon

There will be a Q&A segment at the end of the session.

About the speakers

Min Axthelm

Director of Investment Research, Endowus

Min Axthelm is the Director of Investment Research at Endowus, Asia’s leading digital wealth platform. 

In her current role, Min drives the Endowus Group Investment Office’s efforts on research and content creation on the macro market and asset allocation, portfolio construction and optimisation, as well as investment manager due diligence. She also works closely with Endowus’ Product team on product research and development.

Min has more than a decade of experience in the wealth industry, including fund manager due diligence and asset management. She joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office. There, she oversaw the due diligence process from inception to completion for US Equity strategies and mutual funds.

Laura Rieber

Investment Specialist, Natixis Investment Managers

Laura Rieber is an Investment Specialist with Natixis Investment Managers and joined the firm in February 2018. She is based in Singapore and covers Harris Associates products for the Asia Pacific region.

Prior to joining the company, Mrs Rieber was a Senior Investment Director with Cambridge Associates in Singapore, where she advised Asia-based institutional clients on asset allocation and investment manager selection. She also previously worked for the Mergers & Acquisitions group of UBS Investment Bank in New York and for Cambridge Associates in Boston.

Laura Rieber has an MBA from MIT Sloan School of Management (2009) and a BA in Economics and Math from Mount Holyoke College (2004).


Risk Warnings 

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. 


Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors. 

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. 

No invitation or solicitation

Neither the information, nor any opinion, contained in this article constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction. 

This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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