About the Speaker

Philip MacKellar
Analyst, Portfolio Manager, and Investor
Contra the Heard Investment Newsletter
Philip MacKellar is an analyst, portfolio manager, and investor at Contra the Heard Investment Newsletter. He has been with the company since 2011 and has been investing since 2004. The newsletter's primary focus is on contrarian and value-oriented investment opportunities traded in the United States and Canada. In addition, Mr. MacKellar sometimes engages in merger arbitrage and other special situations. He also blogs about personal finance topics on his website called mymoneymoves.ca and can be followed at Seeking Alpha and on Twitter @Rallekcam.
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Speaker Schedule
Thursday, June 29, 2023, 2:40 pm - 3:10 pm EDT
The Imperfect Art of Avoiding Value Traps
Philip MacKellar |Contra the Heard Investment Newsletter
Value, deep value, and contrarian investors all face the risk of the big, bad, value trap. Is a stock in a cyclical funk or is it facing a structural headwind? When does a cyclical downturn morph into a systemic issue? And is the business fundamentally flawed or is it underappreciated by the market? Join Philip MacKellar as he discusses Contra the Heard's investment philosophy, how he tries to avoid value traps, and how he navigates these questions as he reviews his watch list and portfolio.

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