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.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.
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