Robert Kleinschmidt

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 »

KLEINSCHMIDT – CONTRARIAN VIEWS

November 7, 2014

The Tocqueville Fund’s Robert Kleinschmidt started nibbling on Apple well over a year ago when the stock was much lower. As a deep value investor Kleinschmidt says he is less enthusiastic about Apple now because it’s not as “dirt cheap” and views it as a “not terribly strong hold.”  I asked him about another aspect to the Apple story, CEO Tim Cook’s recent announcement that he was gay. What impact if any would it have?

Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: CONTRARIAN VALUE

November 7, 2014

Tocqueville Fund’s Robert Kleinschmidt prides himself on being an independent thinker. In his exclusive interview with WEALTHTRACK he does not disappoint. While the rest of Wall Street has been expecting the Federal Reserve to raise interest rates he says they won’t, and while most investors run from troubled stocks he finds gems among them. His deep value approach has generally worked. Under his stewardship, the 4-star rated Tocqueville Fund has delivered market and category beating returns. Continue Reading »

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