RECENT PROGRAMS

CHRIS DAVIS: IT’S ALL IN THE FAMILY

May 9, 2014

Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion. Continue Reading »

ANDREW LO: FINANCIAL INNOVATION

May 2, 2014

Why do investors make stupid mistakes? Why do individuals consistently underperform the very funds they invest in? Are there strategies investors can follow to avoid self-destructive behavior? Those are some of the weighty questions Financial Thought Leader Andrew Lo is trying to answer from two vantage points, one as a professor of Finance at MIT and Director of its Laboratory for Financial Engineering, the other as strategist and fund manager at his firm AlphaSimplex Group. This week’s conversation will start with his most recent research project at MIT, titled “Artificial Stupidity”!  Continue Reading »

CHARLES ROYCE: CHANGING MARKETS

April 25, 2014

In a WEALTHTRACK exclusive, Great Investor, Charles “Chuck” Royce, warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades. Continue Reading »

KEN HEEBNER: GREAT CONTRARIAN INVESTOR

April 18, 2014

Capital Growth Management’s Ken Heebner is known for his big investment bets and stock trading prowess. What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now and why is he closely monitoring developments in the Ukraine? He’ll answer those questions and more. Continue Reading »

ROBERT ARNOTT: A BETTER MOUSETRAP?

April 11, 2014

Is there such a thing as a better mouse trap? This week’s Financial Thought Leader guest has created an alternative to traditional index funds. Instead of being based on market capitalization or stock price, his Fundamental Index® approach measures fundamentals such as sales, profits, and dividends to determine the weight securities have in his indexes. Research Affiliates Chairman and CEO Robert Arnott explains why fundamentals can make a big difference. Continue Reading »

Back to Top