AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Quality Value Investing in Global Markets
Value: Determining value in screening, umbrellas, absolute returns.
Global perspective: Building global equity portfolios bottom up.
ATTEND THIS MEETING TO LEARN:
1. How to screen for quality-quantitative traits of a high quality company.
2. How to define quality-what we look for on the road. Clubs, Glues, and Platform companies.
3. How we think about value-umbrellas and absolute returns.
SPEAKERS / SPEAKERS'
CEO and Portfolio Manager of Rondure Global Advisors
Salt Lake City, UT 84101
Laura Geritz, CFA, MA, is the founder and CEO of Rondure Global Advisors, a woman-owned investment firm focused on investing with a long-term view. She serves as portfolio manager (PM) for two Rondure equity strategies: developing counties and overseas developed countries.
Prior to founding Rondure in 2016, Laura worked 10 years at Wasatch Advisors, where she was the founding PM for a frontier emerging small countries strategy and a lead PM for international micro cap growth and emerging markets small cap strategies. Earlier, she held analyst positions at Mellon Corporation and American Century Investments.
Laura holds the Chartered Financial Analyst® designation, an MA in Eastern Asian languages and culture, and a BA in political science. She and her husband, Robb, live in Japan and enjoy traveling and working with children’s charities.
$5 per person and per guest with pre-registration before September 5th
$7 per person and per guest with pre-registration after September 5th
$10 per person at-the-door if you are not pre-registered
Copyright 2018 Michael B. Herr. All rights reserved.
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