2014 Advent

Contrarian Hedge Fund President Is Next Viewpoints Speaker

Lauren Templeton, the founder and president of Lauren Templeton Investments, a Chattanooga-based investment boutique, will be the Advent Semester Bryan Viewpoints Speaker Series lecturer.

Her presentation, titled “Behavioral Finance: The Psychology of Investing” is scheduled for Thursday, Nov. 6, at 4:30 p.m. in Gailor Auditorium. The lecture, sponsored by the Babson Center for Global Commerce, is free and open to the public. A reception will follow her speech.

Templeton, the great-niece of the late John Templeton, a Winchester, Tenn., native considered by many to have been one of the greatest stock-pickers of the twentieth century, follows the investment theories of her great uncle, who believed in value investing and contrarian market analysis.

Templeton's professional path has more to do with her environment than genetics. As a child, Templeton’s father taught her about “the magic of compound interest.” In a recent profile in The Rotarian Magazine, she told how she grew up watching John Templeton on the PBS financial program “Wall Street Week With Louis Rukeyser.”

After graduating from the University of the South in 1998 with a degree in economics, she began her career in the financial services industry at an investment advisory firm, and she later joined a hedge fund management company, both in Atlanta.

In 2001, she launched her own hedge fund management company with seed money from her great-uncle.

Templeton clearly takes investing seriously. She told The Rotarian that when the stock market bottomed out on March 9, 2009, she and her husband and business partner, Scott Phillips (C’97), started a scramble to buy as much stock as they could, working from the hospital where they were awaiting the birth of their daughter. She broke off the buying spree only when a nurse told her she had to get off the computer to deliver the baby.

Phillips credits his wife’s adherence to Templeton’s contrarian investment formula during the depths of the market crash with driving the firm’s profitability in the recovery.

Today, her firm provides financial management services for a small clientele, mainly high net-worth individual investors. She and Phillips are co-authors of “Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter.”

The Bryan Viewpoints Series is funded by  a generous gift from Peggy and J.F. Bryan IV, C’ 65.