DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, […]
Archives for September 2017
DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT LONG-TERM CRITERIA Risk-Adjusted Returns Does the fund cushion you during market declines? Inflation-Adjusted Returns – Does it protect your purchasing power? Consistency of Investment Style & Discipline Diversification of Holdings Attention to Costs Watch the related WEALTHTRACK episode.
CHRIS DAVIS & DANTON GOEI ON WHERE IN THE WORLD THEY ARE FINDING COMPOUNDING GROWTH AT VALUE PRICES
A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices.
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What Socially Responsible Investing Really Means & Why It Is In So Much Demand
This page is here for technical reasons. Please click here for the episode page.
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE U.S. Socially Responsible Investments in 2016 $8.72 Trillion MORNINGSTAR FAVORITES Calvert Funds Parnassus Funds Parnassus Fund (PARNX) Large growth fund Strong long-term track record PARNX data by YCharts Watch the related WEALTHTRACK episode.
ALFANDARY & STREUR: SRI ATTRACTION
SRI ATTRACTION Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach. Watch the related WEALTHTRACK episode.