WebExtra

WEB EXTRA: BHANSALI & FOSTER

October 13, 2017

BHANSALI: UNCONVENTIONAL THINKER

How challenging is it to be an unconventional thinker in a group-think dominated investment world? Ariel Investments’ Chief Investment Officer of International and Global Equities and Five-star fund manager,  Rupal Bhansali tells us.

FOSTER: INDEPENDENCE SURPRISE

Seafarer Capital Partners’ Chief Investment Officer and lead Portfolio Manager, Andrew Foster explains what has surprised him the most since launching his emerging markets-focused firm in 2011.

Watch the related WEALTHTRACK episode.

LANKFORD & BLUNT: RETIREMENT ADVICE CALLING

October 6, 2017

RETIREMENT ADVICE CALLING

Retirement planning is something most of us start to think about as we get older. That was not the case with personal finance journalist Kim Lankford, or former New York Life senior executive Chris Blunt. Both were drawn to it professionally at an early age and consider it more of a calling than a job.

Watch the related WEALTHTRACK episode.

MINERD: OUT OF RETIREMENT

September 29, 2017

OUT OF RETIREMENT

Scott Minerd now leads one of the fastest growing investment management firms on Wall Street, overseeing nearly $300 billion of assets including six five-star rated bond mutual funds. It’s a far cry from when he packed it all in and retired at the age of 37. Why did he quit and what brought him back?

Watch the related WEALTHTRACK episode.

DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

September 22, 2017

DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, Chris Davis, head of Davis Advisors the parent company of the Davis Funds. In January of 2017, his firm launched three actively managed ETFs reflecting the firm’s nearly five decades of research and investment expertise. They are Davis Select U.S. Equity ETF, symbol DUSA, Davis Select Financial ETF, symbol DFNL and Davis Select Worldwide ETF, symbol DWLD. We asked Davis and fellow Portfolio Manager Danton Goei why they chose to go the active ETF route.

Watch the related WEALTHTRACK episode.

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.

Back to Top