Tag: Westwood Income Opportunity Fund

MARK FREEMAN – FINDING INCOME WITHOUT TAKING UNDUE RISK – Transcript 11/22/2013 #1022

January 27, 2014

CONSUELO MACK: This week on WealthTrack: Where can you find income in a low yield world without taking on too much risk? Morningstar favorite Mark Freeman of Westwood Income Opportunity Fund shows us where he is finding that illusive income catch, on the next Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  Don’t fight the Fed is a long-held investment maxim because over the years it has frequently worked.  But in recent months it has seemed like a particularly difficult rule to follow because no one has been quite sure

MUTUAL FUND SHAKEUPS! Transcript 11/15/2013 #1021

November 20, 2013

CONSUELO MACK:  This week on WealthTrack: Big shakeups in the mutual fund industry. Two veteran Morningstar analysts Christine Benz and Russ Kinnel discuss the massive outflows from bond funds into other investments and from actively managed funds into passive ones. What do these shifts mean for portfolio returns? Morningstar’s dynamic duo is next on Consuelo Mack WealthTrack.   Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  There are mighty forces shaking up the mutual fund industry. The question is: are they temporary or are they revolutionary and depending on the answer how are they transforming the way

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