The Case for a Defensive Equity Strategy

In the Case for a Defensive Equity Strategy Tim outlines the secular factors that will cause elevated levels of inflation in the long-term. Demographic issues, energy underinvestment, deglobalziation and budget deficits are all addressed. In such an economic climate, the flight toward quality stocks becomes more appealing.

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About Tim

Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.