The objective of the course is to present a rational disciplined
investment philosophy and process for security analysis. The seminar
will focus on melding theory and practice using investment examples
across industries and geographies. Investing is as much art as it is
science, and therefore, particular attention will be paid to both
quantitative and qualitative aspects- including financial statement
analysis, valuation methodologies, and competitive strategy and
behavioral finance, respectively.
Current and past situations
will be discussed in order to encompass a broad set of investment cases
across varying economic environments and cycles. In addition, analysis
of capital structure will be introduced as a valuable tool that informs
the mosaic of investing and can help when allocating capital and
Keith Luh is a portfolio manager and head of cross asset investing for the Mutual Series group at Franklin Templeton focused on value and event-driven opportunities across equity and fixed income investments, globally. Prior to joining Mutual Series, Mr. Luh was an analyst in global investment research at Putnam Investments, where he also helped manage a best-ideas research fund. Previously...