AAII Greensboro Chapter

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Value Investing 3.0: Reconciling Old-School Value with Tech" 

05-22-2023 18:42

About the Program:

Technological change is reshaping the economy in a way not witnessed since Henry Ford introduced the assembly line more than a century ago. Investors around the world are struggling to understand the Digital Age, and Adam Seessel believes he has found his way to both understand it and profit from it. Several years ago, he watched his old-school portfolio, built using traditional value investing principles, decline while the market, driven by “expensive” tech stocks, advanced. Determined to reverse course, Adam updated his old-school value framework to take into account the dramatically different characteristics of digital enterprises.

About the Speaker:

Adam Seessel graduated summa cum laude from Dartmouth College and began his professional career as a newspaper reporter in North Carolina. Seessel won the George Polk Award for environmental reporting in 1990, the second highest honor in journalism after the Pulitzer Prize. In 1995, Seessel took his research skills to Wall Street, first with Sanford C. Bernstein, before moving to the buyside at Baron Capital and Davis Selected Advisers. In 2003, he started his own firm, Gravity Capital Management, which manages money for high-net worth individuals and institutions. Since beginning a record of stock-market performance while at Davis Funds in mid-2000, Seessel has beaten the S&P 500 index after fees. In addition to running Gravity, Seessel occasionally contributes to both Barron’s and Fortune magazines. Married and with one adult son who works as a software engineer, Seessel and his wife, an artist, live in Manhattan.

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