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ALFANDARY & STREUR: SRI ATTRACTION

September 15, 2017

SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.

Watch the related WEALTHTRACK episode.

TRENNERT & ZWEIG: ANTITRUST CONCERNS

September 8, 2017

ANTITRUST CONCERNS

There are two business areas where power is being increasingly concentrated in the hands of a few. They have escaped regulatory scrutiny so far but two seasoned market observers believe that is going to change.
Jason Trennert is watching the companies dominating the flow of information. Jason Zweig is focusing on the index fund behemoths.

Watch the related WEALTHTRACK episode.

COHEN: COLLECTING AMERICAN ART

August 25, 2017

COLLECTING AMERICAN ART

Award winning value investor Hersh Cohen has a disciplined approach to buying stocks, but when it comes to collecting twentieth century American prints he leads with his heart.

Watch the related WEALTHTRACK episode.

LIPPERT: ON-DEMAND INVESTMENTS

July 28, 2017

ON-DEMAND INVESTMENTS

Michael Lippert and the team at Baron Capital look for high growth companies leading disruptive change or generational shifts. He explains how his children are living in the future he is investing in.

Watch the related WEALTHTRACK episode.

RUSSO: LASTING PHILANTHROPY

July 14, 2017

LASTING PHILANTHROPY

At the end of each year, Portfolio Manager Tom Russo sends a Season’s Greetings letter to his investors describing one charity he has chosen to support on
behalf of his investors.  It’s a gift that doesn’t end with the holiday season.
This year’s gift was to African Parks.

Watch the related WEALTHTRACK episode.

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