PREMIUM: ACTIVE RESPONSE

Top performing money managers respond to the popularity of passive index investing.

WEALTHTRACK Episode #1411; Originally Broadcast on September 01, 2017

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JOHN BELLOWS

• Research Analyst/Portfolio Manager,
• Western Asset Management

TOM GARDNER

• Co-Founder,
• The Motley Fool

ROBERT KLEINSCHMIDT

• President, Chief Executive Officer & Chief Investment Officer,
• Tocqueville Fund

BRIAN ROGERS

• Chairman, Chief Investment Officer ,
• T. Rowe Price

JOHN ROGERS

• Founder, CEO, Chief Investment Officer,
• Ariel Investments

THOMAS RUSSO

• Managing Member,
• Gardner Russo & Gardner

DANIEL WALLICK

• Principal,
• Vanguard Investment Strategy Group

DAVID WINTERS

• Portfolio Manager,
• Wintergreen Fund

Newsletter available soon.

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

NO INTEREST IN INVESTING:
• Choose index funds
• Diversify globally & by asset class
• Include safe haven investments
  e.g. Treasury bonds & Gold

COMFORT LEVEL COMBINATION:
• Core position in broad global stock index fund or ETF
• Satellite positions in actively managed mutual funds
• Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts

TRADITIONAL CHOICE:
• Actively managed funds
• Global & asset class diversification

No Bookshelf titles this week.

No ONE INVESTMENT for this episode.

No stock mentions in this episode.

Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

Full episodes featured in this special on Active-Passive debate:

TWO AWARD WINNING BOND MANAGERS EXPLAIN WHY LOW INTEREST RATES & SUBDUED INFLATION WILL KEEP THE ECONOMIC RECOVERY ON TRACK AND THE IMPLICATIONS FOR INVESTORS

Posted on July 21, 2017

Finding rare sources of income in a low-income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows.
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WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?

Posted on May 12, 2017

Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it.
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INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

Posted on June 30, 2017

In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING

Posted on March 24, 2017

In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.

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WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH

Posted on June 16, 2017

Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers.
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GREAT VALUE INVESTOR & GLOBAL BRAND NAME INVESTMENT SPECIALIST, THOMAS RUSSO, SHARES HIS CURRENT STRATEGIES

Posted on July 14, 2017

In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success.
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GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE’S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH

Posted on April 28, 2017

A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.
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GLOBAL VALUE INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS

Posted on May 5, 2017

Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.

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