Adam Zuercher of Hixon Zuercher Capital Management shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Adam talked about the cautious approach he is taking in terms of protecting the downside during this turbulent period. He also updated his thesis on Disney (US: DIS), a company he had presented at Best Ideas 2019.

In the conversation, Adam referred to a curated page of client communications on the Hixon Zuercher website.

The full session is available exclusively to members of MOI Global.

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About the instructor:

Adam Zuercher is co-founder, Chief Executive Officer, and Chief Investment Officer of Hixon Zuercher Capital Management. As Chief Investment Officer, he oversees investment research and the development and implementation of the firm’s investment strategies. Adam serves as a co-Portfolio Manager and as chairman of the firm’s Investment Committee. Adam is also a member of NAPFA. Adam has experience providing investment management and financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management in 2002, Adam worked at a CPA firm for three years specializing in financial planning and investment advisory services for high net worth individuals.

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