Archive for July, 2015

Kessler: Treasury Bond Contrarian

July 10, 2015

This page is here for technical reasons. Please click here for the episode page.

LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS

July 3, 2015

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

July 3, 2015

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.

WINTERS: MARKET MANIA?

July 3, 2015

As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles. Continue Reading »

WINTERS: MARKET MANIA?

July 3, 2015

This page is here for technical reasons. Please click here for the episode page.

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