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    November 27, 2023

    Investing: The 4th Source of Alpha With Shaun Morgan

    Faith & Finance with Rob West

    As an investor, if you’re a fan of active asset management— you’re going to love today’s program. And even if you prefer a more passive approach to investing … you’re still in for quite an education. Shaun Morgan joins us today to talk about the 4th source of alpha. Shaun Morgan is Director of Education at Eventide Asset Management, an underwriter of Faith and Finance.

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    Investing: The 4th Source of Alpha With Shaun Morgan

    Show Notes

    WHAT IS ALPHA IN INVESTING, AND CAN YOU EXPLAIN THE FIRST THREE SOURCES OF IT?
    • Alpha refers to an investor making higher returns than the overall market.
    • The first source is having access to superior information, like fundamental investors using detailed research.
    • The second source is better processing of information, where quantitative investors use models and patterns.
    • The third source involves exploiting irrational behavioral biases in other investors, like investing contrary to market trends.

     

    EVENTIDE NOW SUGGESTS A FOURTH SOURCE OF ALPHA. WHAT IS IT?

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  1. The fourth source comes from a biblical worldview, focusing on why to invest, not just how.
  2. It involves assessing if a business's product or service contributes to human flourishing and cares for all its stakeholders.
  3. This approach aligns with loving God and neighbors, seeing the purpose of business as serving people.

    4.  

    HOW DOES THIS FOURTH SOURCE OF ALPHA APPLY IN REAL BUSINESS EXAMPLES?
    • A positive example is a lab instrument company that invests in its employees and prioritizes customer service, leading to better products and loyalty.
    • A negative example is a pharma company that extracted value by hiking drug prices without adding real value, ultimately leading to its downfall.
    • This approach contrasts companies that create real value with those that merely extract value from society.

     

    HOW DOES EVENTIDE USE THIS VALUE CREATION LENS TO ACHIEVE ALPHA, AND DOES IT COMPROMISE INVESTMENT PERFORMANCE?
    • Eventide rejects the false dichotomy between biblical virtues and business success.
    • The company values qualities like kindness and servant leadership, increasingly recognized as good business practices.
    • They focus on how companies treat their stakeholders, believing it leads to sustainable business success.
    • This approach grows the business pie, benefiting all stakeholders and leading to long-term success.

     

    Learn more at eventideinvestments.com.

     

    ON TODAY’S PROGRAM, ROB ALSO ANSWERS LISTENER QUESTIONS:
    • I'm not sure which student loan repayment option to choose: the income-driven repayment plan where the loan can't be forgiven, or the term-based plan with fixed payments and potential loan forgiveness.
    • I just had a baby and have about $5,000 in medical bills; I'm wondering if it's better to save up and pay off these bills in full or to pay in segments while building an emergency fund.
       
    Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.

     

     

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