Veteran value fund manager, IVA Advisers’ Charles de Vaulx explains why he has nearly 40% of his portfolios in cash.
WEALTHTRACK Episode #1331; Originally Broadcast on January 20, 2017
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CHARLES DE VAULX
- Chief Investment Officer,
- International Value Advisers, LLC
CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO
No Bookshelf titles this week.
Valuable Japanese Pharmaceutical
- Astellas Pharma Inc ADR (ALPMY)
- Stock price: $13.53
- 52-week range: $12.50-19.40 (as of 1/18/17)
More information regarding WEALTHTRACK transcripts can be found here
International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many industries.
NEW FINANCIAL WORLD – GLOBAL OUTLOOK 2017
In part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman, and top global investor Matthew McLennan we look at the dramatic financial changes occurring around the world and what they mean for business and investors.
NEW FINANCIAL WORLD – U.S.
In an exclusive interview, Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years describes how much the financial world has changed in the last year. He and top investor, Matthew McLennan describe what it means for the U.S. economy and markets.
New this week:
SIGNIFICANT STRATEGY SHIFT
Why has this top ranked strategist and fund manager completely changed his portfolio positions? Richard Bernstein makes the case for faster economic growth and reflation.