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DE VAULX: EXTREME DISRUPTION

January 20, 2017

EXTREME DISRUPTION

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.

Watch the related WEALTHTRACK episode.

HYMAN & MCLENNAN: VORACIOUS READERS’ FAVORITE BOOKS

January 6, 2017

VORACIOUS READERS’ FAVORITE BOOKS

A key contributor to the professional success of economist Ed Hyman and portfolio manager Matt McLennan is their voracious reading habit. They both have eclectic interests and don’t limit their lists to finance. We asked them to recommend some recent favorites.

ED HYMAN



MATTHEW MCLENNAN

Letters from a Stoic (Penguin Classics)

Watch the related WEALTHTRACK episode.

BERNSTEIN: EVERYDAY INSIGHTS MAKE A DIFFERENCE

December 23, 2016

EVERYDAY INSIGHTS MAKE A DIFFERENCE

Richard Bernstein is known as a big thinker. He was ranked the number one analyst in several categories including Portfolio Strategy and Quantitative Research for multiple years before making the switch to managing money and mutual funds at his own firm in 2009.  With all of the data available to him, what does he pay attention to? Sometimes it’s the everyday things that can make a difference.

Watch the related WEALTHTRACK episode.

TRAHAN: INVESTMENT MYSTERY

December 16, 2016

INVESTMENT MYSTERY

When Cornerstone Macro’s Francois Trahan was inducted into the Institutional Investor All-America Research Team Hall of Fame this year for being ranked Wall Street’s number one portfolio strategist for ten of the last eleven years by institutional investors, he told the magazine “if I could have done it again, I would have wanted to know more about history and psychology- behavioral finance.” We asked him about one of investing’s great mysteries.

Watch the related WEALTHTRACK episode.

ARNOTT: ECLIPSE CHASER

December 9, 2016

ARNOTT: ECLIPSE CHASER

What does a successful financial innovator, fund manager and founder of a pioneering research and investment firm do in his spare time? Research Affiliates’ Chairman and CEO Robert Arnott explains what he calls one of his stranger hobbies, chasing solar eclipses wherever they are occurring around the world.

Watch the related WEALTHTRACK episode.

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