Investing Like a Stock Superstar: A Contrarian Approach to Seeking Fundamental Growth

The American Association of Individual Investors held a live webinar event on Wednesday, August 12, 2020, with AAII senior financial analyst Wayne Thorp.

Throughout history, there have been superstar investment “gurus” who have been able to outperform the market over long periods of time. For more than 20 years, AAII has tracked stock selection strategies based on our interpretation of dozens of investment professionals. Watch AAII’s senior financial analyst, Wayne A. Thorp, discuss the methodologies of some of the market’s greatest investors.

For this installment, Thorp reviews the deep value “contrarian” approach that John Neff used when he managed the Vanguard Windsor Fund. During his 31-year tenure at Windsor (1964 to 1995), the fund returned 13.7% annually versus 10.6% for the S&P 500 index. Specifically, Neff invested in low price-earnings stocks exhibiting steady, sustainable levels of fundamental growth.

Watch this webinar and learn:
About John Neff’s contrarian investment approach that looks for stocks trading well below market valuations but that show promise by exhibiting sufficient and sustainable levels of “fundamental growth”
How to mimic Neff’s contrarian investment approach using quantitative stock screening filters
How to use these same quantitative filters to help you decide when it is time to sell

Stock Superstars for Just $1! As a thank-you for watching this informative webinar, we would like to extend to you an exclusive attendee trial offer for Stock Superstars Report. Please take advantage of the opportunity to learn from Wayne Thorp and our Stock Superstars portfolio. https://www.stocksuperstars.com/subsc...

AAII Articles
AAII’s Neff Screen (https://www.aaii.com/stocks/screens/53)
John Neff’s Approach to Finding Value With Growth Potential (https://www.aaii.com/journal/article/...)
Deconstructing ROE: DuPont Analysis (https://www.aaii.com/journal/article/...)
Breaking Down ROE Using the DuPont Formula (https://www.aaii.com/journal/article/...)
Introduction to Stock Valuation: The Price-Earnings Ratio (https://www.aaii.com/journal/article/...)
Valuation Ratios: The PEG Ratio (https://www.aaii.com/journal/article/...)
Strategic Value Investing: Screening for Cash Flow and Value (https://www.aaii.com/journal/article/...)
Charles Ellis Interview (https://www.aaii.com/journal/article/...)

AAII Resources
Stocks Area of AAII.com (https://www.aaii.com/stockideas)
AAII Stock Screens (https://www.aaii.com/stockideas/allst...)
Stock Superstars Report (https://www.stocksuperstars.com)
A+ Investor suite of tools (https://www.aaii.com/plus)

Other Resources
“John Neff on Investing” book by John Neff (https://www.amazon.com/gp/product/047...)

“The Loser’s Game” article by Charles Ellis (https://www.empirical.net/wp-content/...)

Here are the slides from the presentation: https://www.aaii.com/files/images/Web...

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Investing Like a Stock Superstar: A Contrarian Approach to Seeking Fundamental Growth | AAII