May 11, 2012    

On this week’s Consuelo Mack WealthTrack, two value investors with exceptional long-term track records discuss the unusual opportunities they are finding in the global markets. Bernard Horn, finalist for Morningstar’s International Stock Fund Manager of the Year award, explains the international strategy he is following in his Polaris Global Value Fund and Thunderstorm Capital’s John Dorfman tackles bargains available in the U.S. 

John Dorfman




“The One Investment...”

PAPER CURRENCY DEVALUATION

- Newmont Mining Corporation (NEM)
  Price: $45.36 on 5/11/12
  52-week range: $43.95 - $72.42



Bernard Horn

President and Portfolio Manager
Polaris Capital Management, LLC




“The One Investment...”

POWERFUL DEMOGRAPHICS

- Teva Pharmaceutical Industries, Ltd. ADR (TEVA)
  Price: $41.81 on 5/11/12
  52-week range: $35.00 - $51.15


CONSIDER SOME SIMPLE RULES OF INVESTING

Dorfman's contrarian strategies:
- Buy good companies on bad news
- Look at out-of-favor companes

Horn's value strategies:
- Invest internationally in emerging markets
- Focus on faster growing small to mid-cap stocks
This transcript will be available soon.
MainStay Investments
Research Affiliates
Advertisement Below
Advertisement Below







Local Listings