Archive for August, 2018

VETERAN SMALL CAP VALUE MANAGER CHARLIE DREIFUS IS STICKING WITH HIS CONTRARIAN RISK AVERSE APPROACH

August 3, 2018

Small Cap value investor, Charlie Dreifus on why value has been badly lagging growth.
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Veteran Small Cap Value Manager Charlie Dreifus Is Sticking With His Contrarian Risk Averse Approach

August 3, 2018

This page is here for technical reaosns.

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

August 3, 2018

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

  • Review your portfolio
  • Faster growing but lesser quality stocks are usually more vulnerable in a market correction
  • Bond issues graded less than investment grade can be as volatile as stocks
  • De-risking can hurt performance in bull markets but can cushion losses in bear markets

Watch the related WEALTHTRACK episode.

DREIFUS: PRINCIPLED ACCOUNTING

August 3, 2018

PRINCIPLED ACCOUNTING

Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths.  It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for exposing accounting chicanery in columns for Barron’s.  Dreifus is determined to keep the Briloff legacy alive.

Watch the related WEALTHTRACK episode.

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