Robert Kleinschmidt

INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE FUND’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

June 30, 2017

In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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KLEINSCHMIDT: SUMMER ENERGY

June 30, 2017

SUMMER ENERGY

Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.

Watch the related WEALTHTRACK episode.

Kleinschmidt: Exclusive Strategy

February 5, 2016

ELECTION BONUS?

In this week’s exclusive interview with Tocqueville Fund’s veteran value investor, Robert Kleinschmidt he once again takes a contrarian view, this time on the investment impact of the presidential election.

Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: EXCLUSIVE STRATEGY

February 5, 2016

An exclusive interview with Tocqueville Fund’s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now.
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CORPORATE RESPONSIBILITY?

November 21, 2014

It is winter fund raising season on public television which means that WEALTHTRACK might be pre-empted on your local television station.

We are revisiting an exclusive interview we had with the Fairholme Fund’s Bruce Berkowitz this fall. Berkowitz is a Great Investor who always generates a great deal of interest and controversy because of his deep value and extremely “concentrated” investment approach. This time was no exception! The week after the interview a Federal Court judge dismissed a lawsuit Fairholme and others had filed against the U.S. Treasury Department over its 2012 decision to take all of the profits generated by mortgage giants Fannie Mae and Freddie Mac. Fairholme has a big position in both. In a message to shareholders Berkowitz said we “strongly disagree with the court’s conclusions,…and will continue to pursue our legal rights”…including continuing another lawsuit to obtain “just compensation” for minority shareholders. Continue Reading »

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