Archive for November, 2015

BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE

November 13, 2015

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

BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE

November 13, 2015

Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so   frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas. Continue Reading »

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

November 13, 2015
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

  • The manager you know and trust leaves the fund
  • A change in strategy at a fund
  • Two years or more of significant losses
  • The flip side: consider selling if a fund has phenomenal outperformance.
  • A fund’s expenses go up
  • If you are uncomfortable with the fund, it’s redundant or it no longer fits your needs

Watch the related WEALTHTRACK episode.

BHANSALI & HARTCH

November 13, 2015

BHANSALI: CONTRARIAN CHOICE

Ariel Investments’ Rupal Bhansali was a successful contrarian investor long before launching her top performing Ariel International Fund and Ariel Global Fund in late 2011.  Her deep value approach started early.

HARTCH: PARTNERSHIP ADVANTAGE

Nearly two hundred year old Brown Brothers Harriman is one of the oldest firms on Wall Street and one of the few remaining partnerships, having opted to stay private when most of its competitors went public. We asked partner and portfolio manager Tim Hartch what difference that structure makes to his role as a money manager.

Watch the related WEALTHTRACK episode.

MCMAHON: BUILDING INCOME

November 6, 2015

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

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