Vernon Bice, CMT works on an industry-leading portfolio management team at Lord Abbett. This session will focus on their approach to “fusion investing” – integrating technical and fundamental analysis in the portfolio context. Vernon will share insights from his experience introducing the technical toolkit to a predominantly fundamental driven investment process. He will explain how technical analysis has become critical for assessing opportunities and managing risk in their portfolio. Factors such as momentum and relative strength are essential to the Lord Abbett small cap growth team. The Fusion concept recognizes that whether your process is predominantly fundamental, technical or macro, having the perspective of other disciplines leads to better performance.
April 4, 2019