Saturday, 21 June 2025
Online Only
9:30 am –10:30 am (Central Time)
Income Investing SIG Meeting
Update on Income Portfolio
with Frank Erzinger, AAII Houston
Following a review the performance of the AAII Houston Income portfolio, Frank will update us on changes in fund families including exchange traded, closed end, and mutual.
10:45 am – noon (Central Time)
Exploring Contrary Investing & How It’s Applied in Today’s Markets
with
Brett Owens, Contrarian Outlook
What You’ll Learn:
- How the Contrary Investing discipline is still relevant in today’s markets.
- Why it can better diversify the holdings and be profitable in your portfolio.
- How Contrary Investing through their newsletters enables you to take advantage of this scarce research:
Presentation: A copy of Brett’s presentation may be accessed from the AAII Houston website a few days prior to the meeting.
Brett Owens serves as the Chief Investment Strategist at Contrarian Outlook. He began his business career in San Francisco where he co-founded two SaaS (software as a service) companies that today serve more than 26,000 business users. He and his companies have been featured in leading publications such as The Economist, Inc. Magazine, Forbes, The Chicago Tribune, Entrepreneur Magazine, and The Globe and Mail.
He then invested his software profits in dividend-paying stocks. Brett used his Operations Research background to develop a “calculated contrarian” approach to the markets. Instead of merely buying issues that look promising on the surface, he employs a “second-level thinking” approach to identify and buy income-paying stocks when their yields are highest and downside is limited – thanks to market overreactions.
He has a degree in Operations Research and Industrial Engineering from Cornell University and lives in Sacramento, California with his wife and two daughters.