Archive for November, 2015

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.

BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE TRANSCRIPT

November 13, 2015

CONSUELO MACK: This week on WEALTHTRACK, two top ranked mutual fund managers carve their own trails to find value around the world in off the track places. Ariel Investments’ Rupal Bhansali and Brown Brothers Harriman’s Tim Hartch lead the way next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Warren Buffett is celebrating his 50th anniversary at the helm of Berkshire Hathaway this year. As a recent cover story in Barron’s pointed out he is still going strong at 85 and so is the company. As he told shareholders at his most recent

PREMIUM: BHANSALI & HARTCH

November 12, 2015

Identifying Investment Value

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.

MCMAHON: BUILDING INCOME

November 6, 2015

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