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In this session, Lawrence Fuller will discuss the All-Weather approach to portfolio management made famous by Ray Dalio at Bridgewater Associates, which he finds ideal for the current market environment, as well as the tactical modifications that he has made to this strategy, which he believes enhances its ability to perform well in all market environments.
Additionally, Lawrence will do a deep dive into his largest individual stock holding, which is Gannett (GCI), and explain why he thinks it has upside of six to eight times its present value over the coming two to three-year period.
Lawrence Fuller
Fuller Asset Management,
Founder
Lawrence Fuller began his career at Merrill Lynch in 1993 as a financial consultant and worked for several other firms in the capacity before founding Fuller Asset Management in 2005. He now manages investment portfolios for private clients, writes a market newsletter every morning, and writes broad macroeconomic and company specific reports. Mr. Fuller holds a BA in Political Science from UNC-Chapel Hill.
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