HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.
Archives for July 2015
KESSLER: ARTISTIC INVESTMENT
In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world. His job frequently takes him to China where he has found another investment for his personal portfolio. Watch the related WEALTHTRACK episode.
KESSLER: TREASURY BOND CONTRARIAN
Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over. Treasury bonds have been described as extremely overvalued, risky and undesirable. Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.”
Kessler: Treasury Bond Contrarian
This page is here for technical reasons. Please click here for the episode page.
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS “PATIENT CAPITAL” OUTPERFORMS High “Active Share” Portfolios + Trade Infrequently = 2%+ average annual outperformance Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek Watch the related WEALTHTRACK episode.
WINTERS: ACTIVE OPPORTUNITIES
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters. Watch the related WEALTHTRACK episode.
