Lawrence Hamtil: The Virtues of Sin (Stocks)

<p><p>Our guest this week is Lawrence Hamtil. Lawrence is a principal at Fortune Financial Advisors, an independent Registered Investment Advisor firm he co-founded in 2008. He provides financial advice and investment management services to the firm’s high-net-worth clients. Lawrence came to our attention on social media, where he can be found on twitter at @lhamtil. A prolific researcher and excellent writer, Lawrence frequently publishes investments research and commentary on Fortune Financial’s blog. His research has covered a lot of ground, but a few topics have gained him a following, including his work on the role of sectors and industries in explaining stocks returns; the low-volatility phenomenon; sin stocks; equal-weighted portfolios; and more. Lawrence is a graduate of Rockhurst University..</p></p><p><p><strong>Background and Influences</strong></p></p><p><p><a href="https://fortunefinancialadvisors.com/#Lawrence" target="_blank">Lawrence Hamtil bio</a> </p></p><p><p> </p></p><p><p><a href="https://fortunefinancialadvisors.com/blog/" target="_blank">Fortune Financial advisor blog</a> </p></p><p><p> </p></p><p><p><a href="https://twitter.com/lhamtil" target="_blank">Lawrence Hamtil’s twitter account @lhamtil</a> </p></p><p><p> </p></p><p><p><a href="https://www.amazon.com/Contrarian-Investment-Strategies-David-Dreman/dp/0684813505" target="_blank">“Contrarian Investment Ideas” by David Dreman; May 18, 1998</a></p></p><p><p> </p></p><p><p><a href="https://www.amazon.com/Common-Stocks-Uncommon-Profits-Revised/dp/B001STZDBS/ref=sr_1_2?crid=Q46KP6P7195F&keywords=phil+fisher+common+stocks+and+uncommon+profits&qid=1583755704&s=books&sprefix=phil+fisher%2Cstripbooks%2C166&sr=1-2" target="_blank">“Common Stocks and Uncommon Profits” by Phil Fisher; Jan. 1, 1960</a> </p></p><p><p><strong>Value Investing and Inflation</strong></p></p><p><p><a href="http://www.efficientfrontier.com/ef/701/value.htm" target="_blank">“Who Killed Value?” by William Bernstein; Efficient Frontier blog</a></p></p><p><p> </p></p><p><p><a