Lawrence Hamtil: The Virtues of Sin (Stocks)

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 11 March 2020

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York. Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.
0:37.3	And I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services.
0:41.2	Our guest this week is Lawrence Hamtill. Lawrence is a principal at Fortune Financial Advisors,
0:46.7	an independent registered investment advisor firm he co-founded in 2008. He provides financial
0:52.6	advice and investment management services to the firm's high net worth
0:56.0	clients. Lawrence came to our attention on social media, where he can be found on Twitter at
1:01.7	at L. Hamtil. A prolific researcher and excellent writer, Lawrence frequently publishes investment
1:09.1	research and commentary on Fortune Financial's blog.
1:12.6	His research has covered a lot of ground, but a few topics in particular have gained him a
1:17.3	following, including his work on the role of sectors and industries in explaining stock
1:21.9	returns, the low volatility phenomenon, sin stocks, equal-weighted portfolios, and more.
1:29.0	Lawrence is a graduate of Rockhurst University.
1:31.9	Lawrence, welcome to the Longview.
1:34.0	Hey, thanks for having me.
1:35.4	It's great to have you here.
1:36.8	So to introduce you to our listeners, let's talk about how you got into the financial
	...

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