Guests

TWO HIGHLY RATED INTERNATIONAL INVESTORS DISCUSS OPPORTUNITIES TO SEIZE AND RISKS TO AVOID

October 13, 2017

With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas.
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TWO RETIREMENT EXPERTS ADDRESS THE RISING COSTS OF RETIREMENT AND HOW TO CONQUER THEM

October 6, 2017

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt.
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GUGGENHEIM’S SCOTT MINERD OVERSEES SIX 5-STAR BOND FUNDS. WHY IS HE GETTING DEFENSIVE IN ALL OF THEM?

September 29, 2017

Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star-rated bond funds.

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MINERD: OUT OF RETIREMENT

September 29, 2017

OUT OF RETIREMENT

Scott Minerd now leads one of the fastest growing investment management firms on Wall Street, overseeing nearly $300 billion of assets including six five-star rated bond mutual funds. It’s a far cry from when he packed it all in and retired at the age of 37. Why did he quit and what brought him back?

Watch the related WEALTHTRACK episode.

DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

September 22, 2017

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, Chris Davis, head of Davis Advisors the parent company of the Davis Funds. In January of 2017, his firm launched three actively managed ETFs reflecting the firm’s nearly five decades of research and investment expertise. They are Davis Select U.S. Equity ETF, symbol DUSA, Davis Select Financial ETF, symbol DFNL and Davis Select Worldwide ETF, symbol DWLD. We asked Davis and fellow Portfolio Manager Danton Goei why they chose to go the active ETF route.

Watch the related WEALTHTRACK episode.

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