Archive for October, 2013

MARTIN WHITMAN: “SECOND CLASS” ROOTS

October 25, 2013

Third Avenue Management’s Founder and Chairman Marty Whitman has had enormous professional success as a deep value investor, but as a Jewish kid from the Bronx he once described feeling like a second class citizen for the first half of his life.  How that has influenced him? We asked him.

    





THINK SAFE AND CHEAP

October 25, 2013

Whitman’s Basic Investment Rules: Buy Safe and Cheap

Safe = Financially Strong Company
Cheap = Buy at 30%+ discount to net asset value

MARTIN WHITMAN: THEY JUST DON’T GET IT!

October 25, 2013

They Just Don’t Get It! That’s the view of  legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In this exclusive interview taped at the Museum of American Finance, Whitman takes on Congressional and Wall Street ignorance about debt, credit worthiness, and earnings. Whitman will also discuss his long term mantra, to buy “safe and cheap” stocks, and his four elements to getting growth at dirt cheap prices. Continue Reading »

CLIFF ASNESS: LEVERAGE. DERIVATIVES. SHORTING.

October 18, 2013

The three “dirty words” of finance became taboo after the 2008 financial crisis, but this week’s guest says investors need them to boost their portfolios and “clean up” in the market. Our Financial Thought Leader this week is Cliff Asness, Managing and Founding Principal of AQR Capital Management, a global investment management firm which runs hedge funds, mutual funds, and a diversified collection of investment strategies. In this rare interview, he’ll discuss the tools we can use to diversify our portfolios. Continue Reading »

CONSIDER QUANTS

October 18, 2013

CONSIDER QUANTS

Consider adding mutual funds run by reputable and leading edge quantitative research and strategy firms.

Two masters of the art:

– Cliff Asness of AQR Capital Management
– Andrew Lo of MIT and AlphaSimplex Group

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