Tag: Berkshire Hathaway
CONSUELO MACK: This week on WealthTrack, a dynamic duo of super value investors! Wally Weitz of the Weitz Funds and Tom Russo of Gardner Russo & Gardner search high and low for extraordinary bargains but find them very different places. Two great value investors are next on Consuelo Mack WealthTrack.
Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week for our first show of the New Year, we have a WealthTrack exclusive with two outstanding value investors together on television for the first time, although they are good friends and have known
Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. Continue Reading »
CONSUELO MACK: This week on WealthTrack, investing in a global shopping spree. Wintergreen Fund’s Great Investor David Winters looks for bargains among the high end luxury brands favored by the up and coming emerging market consumer. Where is he finding the most valuable jewels? That’s next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Contrary to popular belief, the grass is not always greener
CONSUELO MACK: This week on WealthTrack, two global investors who chart different courses to achieve award winning track records. Tim Hartch of Brown Brothers Harriman takes a tightly focused approach with his BBH Select Funds. Epoch Investment Partners’ Bill Priest makes a much wider sweep. Where they are finding opportunities is next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. We try to take a long-term view on WealthTrack and occasionally we stretch that definition far beyond normal boundaries, especially when we find a chart that tells a compelling story. This one comes
Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now. Continue Reading »