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WINTERS: INDEX FUND CONTRARIAN

May 5, 2017

INDEX FUND CONTRARIAN Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are […]

PREMIUM: WINTERS

May 3, 2017

INDEX FUND CONTRARIAN Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.

Wallack: Contrarian Approach

April 28, 2017

This page is here for technical reasons. Please click here for the episode page.

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

April 28, 2017

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.

WALLACK: PORTFOLIO BUILDER

April 28, 2017

PORTFOLIO BUILDER How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable. Watch the related WEALTHTRACK episode.

GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE’S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH

April 28, 2017

A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.
WATCH NOW…

PREMIUM: WALLACK

April 26, 2017

CONTRARIAN APPROACH A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.

Franklin & Kotava: Money Saving Advice

April 22, 2017

This page is here for technical reasons. Please click here for the episode page.

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