Paul Lountzis on Intelligent Investing in Crisis Mode: The Case for Fixed Adjustable Preferreds

Paul Lountzis of Lountzis Asset Management shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Paul discussed several investments, including Berkshire Hathaway (US: BRK), Alphabet/Google (US: GOOG), Bank of New York Mellon (US: BK), and PepsiCo (US: PEP). Paul also explained his investment case for fixed adjustable preferreds, typically issued by major U.S. banks.

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

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About the instructor:

Paul Lountzis founded Lountzis Asset Management, LLC in October 2000. He has more than 25 years of experience in the investment industry, beginning his career with Royce & Associates, a New York City-based investment advisory firm managing the Royce Mutual Funds. Paul spent nine years, with the last five as a partner at Ruane, Cunniff & Goldfarb, Inc. an investment advisory firm managing more than $9 billion including the Sequoia Mutual Fund. While at Ruane, Cunniff & Goldfarb, Inc., Paul also evaluated several companies for Warren Buffett.

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