Lauren Templeton of Templeton & Phillips Capital Management shared her perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020. Scott Phillips contributed his insights to the session.
Lauren and Scott provided their assessment of the current moment in market history and argued that it is important to put the ongoing volatility into historical context. They discussed several investments, including Amazon.com (Nasdaq: AMZN), Tyson Foods (US: TSN), and ZTO Express (US: ZTO). Scott had presented Tyson at Best Ideas 2020 and ZTO at Best Ideas 2019.
Replay this session (recorded on March 20, 2020):
About the instructors:
Lauren C. Templeton is the founder and president of Templeton & Phillips Capital Management, LLC; a value investing boutique located in Chattanooga, Tennessee. Ms. Templeton received a B.A. in Economics from the University of the South. She is the founder and former president of the Southeastern Hedge Fund Association, Inc. based in Atlanta, Georgia. Ms. Templeton currently serves on the Board of Trustees at the Baylor School, the Board of Trustees at the Bright School, the Atlas Economic Research Foundation Board of Overseers, the Board of Directors at Fairfax Financial Holdings Limited and the Board of Directors at Fairfax India Holdings Corporation. Lauren is the great niece of Sir John M. Templeton and is a current member of the John M. Templeton Foundation, the Templeton World Charities Foundation and a Trustee of Templeton Religion Trust. Lauren Templeton began investing as a child under the heavy influence of her father as well as her late great-uncle, Sir John Templeton. Professionally speaking, Lauren began her career working with managed portfolios and investments in 1998, beginning as a junior associate at the financial advisor Homrich and Berg and later the hedge fund management company New Providence Advisors both of Atlanta. In 2001, Lauren launched her own company which dedicates its efforts to the practice of value investing across the global markets using the same methods learned from her great-uncle, Sir John Templeton. Ms. Templeton is also the co-author of Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter, 2007, McGraw Hill, which has been translated into nine languages. Lauren lives in Tennessee, with her husband, Scott Phillips, who is a portfolio manager and Director of Research at Templeton & Phillips Capital Management, LLC.
Scott Phillips is a principal and portfolio manager at Templeton and Phillips Capital Management, LLC. Prior to working with Templeton and Phillips Capital Management, LLC, Scott Phillips founded Cumberland Capital Corp, located in Chattanooga, TN. Founded in June 2004, Cumberland Capital provided equity research services to Green Cay Asset Management, a hedge fund management company located in Nassau, Bahamas. In this capacity with Cumberland Capital, Scott was the lead research analyst on the Siebels Hard Asset Fund a long/short equity fund managed by Green Cay Asset Management. In addition to consulting on this fund Scott also provided equity recommendations for the Green Cay Emerging Markets Fund. Prior to consulting Green Cay’s funds Scott was employed as a research analyst with Green Cay beginning in January of 2004. Before joining Green Cay, Scott was an equity research associate analyst with SunTrust Robinson Humphrey (including its predecessor companies) in Atlanta GA from January of 1999 to December of 2003. Scott co-authored with Lauren Templeton of the book “Investing the Templeton Way” released in 2008 by McGraw Hill. Scott is also the author of “Buying at the Point of Maximum Pessimism” a book on forward looking investment themes published by the FT Press in 2010. In addition to these books, Scott co-authored a revision of William Proctor’s 1983 biography of Sir John Templeton titled “The Templeton Touch” released in December 2012. Scott is a member of the John Templeton Foundation where he serves on the Finance Committee and Scott serves as chairman for the board trustees of the Templeton Foundation Inc, and as a member of the Audit Committee. Scott received his B.A. The University of the South.
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