Gradually buying into fear is the strategy Research Affiliates award-winning founder and chairman is following. Rob Arnott shares his early recognition of the resurgence of inflation, value stocks, and his cheap diversifiers strategy.
Archives for September 2022
Global value investor Tom Russo explains how a visit to Churchill’s war rooms in London inspired him to get involved in the Winston Churchill Foundation of the United States. Founded in 1959 with Churchill’s approval, the foundation provides scholarships to American students for advanced research studies at Churchill College, Cambridge.
Warren Buffett’s talk to Tom Russo’s Stanford Business School class sparked Russo’s interest in value investing and has had a powerful influence ever since. Part 2 of 2 >
Award-winning financial historian James Grant is now working on his tenth book, immersing himself in monumental events of the 18th century, seen through the eyes of three key players who were also close friends.
Influential financial thought leader and Federal Reserve critic James Grant has been sounding the inflation alarm for years. Now that it’s here he explains its damaging effects on the economy and markets and some ways investors can cope.
Now that award-winning bond fund manager Tom Atteberry has retired from his daily portfolio management duties, how is he going to spend his time? In his new role as Senior Advisor at FPA, the bond markets won’t be entirely off his mind.