In this episode, Bernard Surovsky and Larry Kriesmer welcome Justin Neuberg, managing partner and co-manager at Convergence Investment Partners, LLC. Justin shares his journey from the dot-com boom to the financial services industry, emphasizing his appreciation for Convergence’s systematic approach to stock selection. He explains the factors used in their stock selection process, including earnings and sales momentum. Justin also discusses their scoring methodologies, portfolio weighting, and risk management strategies. He touches on the impact of technology in the financial services industry, mentioning that while it has made specific strategies easier, he doesn't see any immediate game-changing technologies.

Justin Neuberg is a managing partner and co-manager at Convergence Investment Partners, LLC, for all the firm’s products. He joined the firm in 2013 and is actively involved in the day-to-day research, monitoring, and management of each of the investment products at Convergence. Justin oversees the ongoing research of factor effectiveness, portfolio exposures, and the empirical results for the company’s fundamentally based products. In addition, Justin focuses on risk assessment and risk management for various portfolio strategies. Justin has an extensive background in investment analytics and investment research. He has worked in financial services since 2002. Prior to joining the firm, Justin was an analyst and portfolio strategist at Mariner Wealth Advisors and CBIZ Wealth Management. During these years, he worked to develop a bond issuer scoring system that ranked over 400 corporate issuers on real-time financial statistics. Mr. Neuberg also developed a quantitative scoring system to rank global equity offerings based on company-specific metrics for an Equity Income product as the product’s lead analyst. Justin is a CFA charterholder with a bachelor’s degree in physics from the University of Virginia and an MBA (finance) from Georgetown University. He is also a member of the Chartered Financial Analyst Society of San Diego.

What you’ll learn about in this episode:

-       Unlock the 15 crucial factors Convergence uses to pick winning stocks.

-       Invaluable insights on sidestepping common risks in-stock selection.

-       Get a behind-the-scenes look at how top firms rank stocks.

-       Discover the art and science behind Convergence's portfolio weighting strategies. Learn how they maximize returns while minimizing risks.

-       Learn how technology is reshaping finance - find out what's just hype and where the real future opportunities lie.

Measured Risk Portfolios Resources:

https://www.measuredriskportfolios.com

https://www.linkedin.com/company/measured-risk-portfolios/

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