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Sarah Ketterer

EUROPEAN INVESTMENT RENAISSANCE

Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.

How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio

Part 2 of 2
What does it take to make it into Semper Vic Partners’ concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.
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RUSSO: CHALLENGING TIMES

Part 1 of 2
In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro challenges facing multinational businesses and how his premier brand name companies are responding.
James Grant

GOLD’S MESSAGE

Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note.

AMERICAN DOMINANCE CHALLENGED

Part 2 of 2
In Part 2 of our interview with renowned historian Niall Ferguson, we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.

FERGUSON: ECONOMIC DAMAGE

Part 1 of 2
Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets.
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