April 12, 2018
F. Thomas O’Halloran, CFA, JD is an industry leading portfolio manager at Lord Abbett. This session will focus on his approach to “fusion investing” – integrating technical and fundamental analysis in the portfolio context. Tom will share insights gleaned over decades of experience managing money and explain how introducing the technical toolkit to his investment process has become critical for assessing opportunities and managing risk. Factors such as momentum and relative strength are essential to the Lord Abbett team and Tom’s small cap growth portfolio. The Fusion concept recognizes that whether your process is predominantly fundamental, technical or macro, having the perspective of other disciplines leads to better performance.
