Straight Talk
What Does Your Value Fund Believe In?
March 17, 2025
Why understanding the beliefs of your value fund matter.
Speakers
Brad Rutan, CFA
Market Strategist
Jenine Garrelick, CIMA®
Senior Managing Director
Francisco Amado, CFA
AVP, Competitive Analyst
What Does Your Value Fund Believe In?
Recorded Monday March 17 at 4:00 ET
Within the Morningstar large-cap value category, there are a variety of peer groups, each with its own philosophy and belief system. Do you know what your value fund believes? Join Brad Rutan and Jenine Garrelick as they explore
- the alignment of client objectives and your models
- why understanding the beliefs of your value fund matter
- how you may be missing alpha and diversification opportunities
- why the stage may be set for large-cap value
Other Available Straight Talk Episodes
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If International Is in, Is US Out?
June 4, 2025
Join Brad Rutan, Jenine Garrelick and Nick Paul as they discuss if recent US volatility means the ascendance of US equities is over.
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Do Tariffs Mean Turmoil?
June 3, 2025
Brad Rutan, Jenine Garrelick and Mike Dembro will discuss tariffs and where MFS is looking for opportunities.
General Insight
Midyear Update: A Look Back to Move Forward
June 3, 2025
This episode will be focused on taking a look back at this year's events and their impact on markets and macros.
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